Tax Manager - Estate, Gift, and Trust

Overview

The Estate, Gift, and Trust Manager will oversee complex tax compliance and planning engagements, providing high-level support to high-net-worth individuals, families, and their advisors. As a manager, you will lead and manage client relationships, guide the team in delivering exceptional services, and provide strategic advice on estate, gift, and trust tax matters. This role offers a unique opportunity to take ownership of client engagements, mentor junior staff, and drive the strategic direction of estate and trust taxation within the firm.

Tax Compliance and Oversight:

• Manage the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041)
• Ensure timely and accurate compliance with federal, state, and local tax regulations.
• Resolve complex technical tax issues and maintain high-quality standards in all deliverables

Tax Planning and Strategic Advisory:

• Lead the development and execution of comprehensive tax planning strategies for clients
• Work closely with clients, attorneys, financial advisors, and other stakeholders to design and implement effective estate and trust plans
• Provide expert guidance and innovative solutions to minimize tax burdens and optimize wealth transfer

Client Relationship and Engagement Management:

• Serve as the primary point of contact for key clients, fostering long-term, trusted relationships
• Proactively manage client needs, ensuring exceptional service and identifying new opportunities to add value
• Oversee multiple client engagements, ensuring the timely delivery of high-quality results while managing expectations

Team Leadership and Development:

• Supervise and mentor junior and senior staff members, providing guidance, training, and performance feedback
• Review and evaluate staff work to ensure it meets the firm’s standards of quality and accuracy
• Foster a positive, collaborative, and high-performance team environment, supporting professional growth

Research and Technical Leadership:

• Stay current with changes in estate, gift, and trust tax laws and regulations.
• Conduct and oversee research on complex tax issues and communicate insights to both internal teams and clients
• Lead the development of thought leadership and client alerts on significant tax developments

Process and Efficiency Improvement:

• Identify opportunities to streamline workflows and improve the efficiency of tax compliance and planning services
• Leverage technology and automation tools to enhance service delivery and team productivity

Supervisory responsibilities

• Will supervise subordinate team members

• Work is conducted in a professional office environment with minimal distractions
• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift up to 15 pounds at a time
• Travel may be frequent and unpredictable, depending on client’s needs

• Bachelor’s degree in accounting, finance, or a related field
• Minimum 5 accounting classes, one individual income tax class, and one business law class
• 5 – 8 years of relevant experience including preparation and review of estate, gift and trust returns
• Possession of professional certification(s) such as CPA, Enrolled Agent, LLM, CFP, MST, or Juris Doctor (JD)
• Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
• Specific positions may require additional industry or specialization certifications
• Responsible for completing the minimum CPE credit requirement
• Software:
  Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research

• Not Applicable

• Full-time

• Consulting and Strategy/Planning

• Accounting

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