Senior Manager - Estate, Gift and Trust

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As a Senior Manager in the Estate, Gift, and Trust group, you will lead and manage the firm’s most complex and high-value client engagements. You will oversee the delivery of strategic tax compliance and planning services for high-net-worth individuals, families, and their advisors. This role requires an advanced understanding of estate, gift, and trust taxation, combined with strong leadership and management skills to guide a team, build client relationships, and contribute to the strategic direction of the firm.

• Oversee the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041) with a focus on accuracy and strategic tax optimization.
• Ensure that all engagements comply with federal, state, and local tax regulations, while proactively addressing complex tax issues.
• Provide expert guidance on tax positions and ensure that all tax filings are completed accurately and timely.
• Lead the development and execution of sophisticated tax planning strategies, helping clients maximize wealth transfer while minimizing tax burdens.
• Build and maintain trusted relationships with clients, attorneys, financial advisors, and other stakeholders to provide holistic wealth management solutions.
• Proactively identify opportunities to add value to clients by leveraging advanced tax strategies and tools.
• Serve as the primary point of contact for high-value clients, managing their complex needs and delivering exceptional service.
• Cultivate and maintain long‑term relationships with clients, fostering loyalty and identifying opportunities for additional services.
• Assist in identifying new opportunities and expanding the firm’s client base.
• Manage, mentor, and motivate a team of professionals, fostering a culture of collaboration, continuous learning, and excellence.
• Review and provide constructive feedback on team members’ work to ensure accuracy and adherence to firm standards.
• Develop and implement training programs to elevate team capabilities, preparing staff for future leadership roles.
• Act as a technical resource within the firm, staying ahead of changes in estate, gift, and trust tax laws, regulations, and industry trends.
• Conduct and oversee research on complex tax issues, providing strategic insights and delivering practical solutions to clients.
• Develop thought leadership materials and client alerts to position the firm as a trusted advisor in the estate and trust tax space.
• Lead initiatives to streamline workflows, improve efficiency, and implement best practices across the team.
• Identify and drive technological innovations to enhance service delivery and optimize the client experience.
• Oversee the integration of new technologies and tools to continuously improve tax compliance and planning processes.
• Supervise subordinate team members.
• Work in a professional office environment with minimal distractions.
• Perform prolonged periods of sitting at a desk and operating a computer for extended periods.
• Lift up to 15 pounds at a time.
• Travel may be frequent and unpredictable, depending on client needs.

• Bachelor’s degree in accounting, finance, or a related field.
• Minimum 5 accounting classes, 1 tax class, and one business law class.
• 8+ years of relevant experience preparing and reviewing estate, gift, and trust returns.
• Possession of professional certification(s) such as CPA, Enrolled Agent, LLM, CFP, MST, or Juris Doctor (JD).
• Experience in a 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.

Position:
Senior Manager – Estate, Gift & Trust

Compensation:
Competitive and tailored to reflect the role, qualifications, and expertise of each individual.

Acces comprehensive benefits including group health…