Tax Manager, Estate, Gift & Trust
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-07-31
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-31
Job specializations:
-
Accounting
Financial Compliance, Tax Manager, Tax Advisor, Public Accounting
Job Description & How to Apply Below
Responsibilities
- Deliver high‑level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra‑high‑net‑worth clients.
- Manage multiple projects in a fast‑paced, collaborative environment while maintaining a focus on exceptional client service and technical excellence.
- Identify, evaluate, and mitigate risk issues related to estate, gift, and trust tax engagements.
- Maintain full awareness and compliance with Crowe’s quality standards, methodologies, and policies.
- Contribute to the firm’s reputation through speaking engagements, authorship, and professional education efforts.
- CPA or JD required.
- Minimum of 5 years in public accounting, law, or a family office environment.
- Demonstrated expertise in estate, gift, and trust taxation, including complex and cross‑jurisdictional issues.
- Proven ability to proactively identify client needs, resolve challenges, and build long‑term trusted relationships.
- Strong leadership and interpersonal skills with a commitment to teamwork and mentorship.
- CPA
- JD
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