Trust & Estates Tax Manager, CPA

Trust & Estates Tax Manager, CPA High-Net-Worth Advisory | Estate & Trust Planning | Wealth Transfer Strategy | Award-Winning Firm

Compensation: $140,000–$190,000 Base + Performance Bonus + Leadership Growth Opportunity

Location: Madison, Wisconsin (Hybrid Flexibility Available)

Our client, an award-winning and rapidly growing tax advisory firm, is seeking an experienced Trust & Estates Tax Manager to join its expanding wealth advisory and tax practice.

This is not a traditional tax compliance role.

This is an opportunity to become a trusted advisor to high-net-worth individuals, multi-generational families, business owners, trustees, and their legal and financial advisors. You'll help clients preserve wealth, navigate complex estate and fiduciary tax matters, and develop tax-efficient strategies that impact generations.

If you enjoy combining deep technical expertise with meaningful client relationships and sophisticated planning work, this could be an exceptional next step in your career.

• $140,000–$190,000 base salary
• Performance-based bonus opportunity
• Hybrid and flexible work arrangements
• Advisory-focused environment with minimal compliance-only work
• Significant exposure to high-net-worth individuals and family wealth planning
• Estate, gift, trust, and succession planning opportunities
• Collaborative, team-oriented culture
• Direct access to firm partners and leadership
• Opportunity to become a subject matter expert and strategic advisor
• Award-winning workplace with a people-first culture

Exceptional candidates with significant fiduciary taxation expertise, advanced estate planning experience, or business development capabilities may be considered above the posted compensation range.

As Trust & Estates Tax Manager, you'll serve as a technical leader and trusted advisor for sophisticated estate, trust, fiduciary, wealth transfer, and individual tax matters.

You'll collaborate closely with attorneys, wealth managers, trustees, executors, business owners, and family offices to help clients navigate the complexities of preserving and transferring wealth while minimizing tax exposure.

This role offers exposure to:

• Fiduciary Taxation (Form 1041)
• Estate & Gift Tax Planning
• High-Net-Worth Individual Taxation
• Wealth Transfer Strategies
• Succession Planning
• Family Legacy Planning
• Estate Administration
• Advisory Services & Client Relationship Management

• Prepare and review fiduciary, estate, gift, and individual income tax returns
• Provide strategic tax planning related to trusts, estates, wealth transfer, and succession planning
• Assist clients in developing tax-efficient estate and gifting strategies
• Analyze complex fiduciary and trust structures
• Stay current on estate, gift, and fiduciary tax law developments

• Serve as the primary advisor for assigned trust and estate clients
• Build and maintain long-term relationships with high-net-worth individuals and families
• Participate in planning meetings alongside attorneys, financial advisors, and firm leadership
• Deliver proactive recommendations and ongoing advisory services
• Help clients navigate complex tax and wealth-planning decisions

• Research complex tax issues and communicate recommendations clearly
• Review work prepared by staff and provide technical guidance
• Assist with IRS and state examinations, notices, and tax controversies
• Develop best practices and enhance the firm’s trust and estate expertise
• Help establish consistent quality control standards

• Mentor and train tax professionals
• Share technical knowledge and industry best practices
• Support staff development and continuing education initiatives
• Foster a collaborative and…