Estate & Trust Tax Leader — Hybrid​/Remote

About the Organization Your future, our focus! If you're looking to join a firm that is as committed to you as we are to our clients, keep reading! At PBMares you'll find great people, challenging work, rewarding opportunities and a culture that embraces integrity, creativity, and teamwork. We're a perennial top-100 firm according to Inside Public Accounting and Accounting Today recently named us one of the fastest growing firms overall.

Continuous learning, work-life balance, and challenging opportunities are just a start. We're over 300 strong in 12 offices across Virginia, Maryland, and North Carolina and we are looking for new teammates.

Workplace Type

Hybrid or Remote

Secondary Location

Location(s) Wilmington, Fairfax, Fredericksburg, Harrisonburg, Morehead City, New Bern, Newport News, Norfolk, Richmond, Rockville, Warrenton, Williamsburg

Exempt/Non-Exempt Exempt

Full-Time/Part-Time Full-Time

Description

We are seeking an experienced Tax Manager – Trusts & Estates to lead complex tax compliance and consulting engagements for trusts, estates, gifts, fiduciaries, and high-net-worth individuals. This role serves as a trusted advisor to clients and professional partners while leading engagement teams, mentoring staff, and delivering exceptional client service.

The ideal candidate is technically strong, relationship-focused, and enjoys solving complex tax issues while helping clients navigate estate and trust planning.

PBMares Core Values:

• Integrity
• Trust
• Respect
• Accountability
• Caring

What you will do:

• Manage complex trust, estate, gift, and fiduciary tax engagements from planning through completion.
• Review and prepare Forms 1041, 706, 709, and related tax filings.
• Research complex tax issues and develop practical planning strategies.
• Interpret trust and estate documents and advise clients on tax implications.
• Build and maintain strong relationships with clients, attorneys, and other advisors.
• Supervise, coach, and develop tax professionals.
• Review staff work for quality, accuracy, and compliance.
• Manage engagement budgets, workflow, and profitability.
• Identify opportunities to expand client relationships and support business development.
• Stay current on tax law changes and communicate planning opportunities to clients and the team.
• Leverage tax technology and firm-approved AI tools to improve efficiency while maintaining professional judgment.

???????What you get:

• Full benefits: medical, dental, 401K match
• Paid Time Off
• 11 paid holidays per year
• Flexible work schedule to include hybrid work environment.
• Summer Hours
  - Friday half days (based on a minimum 40 hour work week)
• Company investment of a minimum of 40 hours learning and development annually
• Path to Partner Program
• CPA Certification reimbursement and bonus program
• The opportunity to grow and shape the future of the firm

Qualifications

• CPA and/or JD required.
• Bachelor's or Master's degree in Accounting, Taxation, Finance, or related field.
• Minimum of 6 years of experience in trust, estate, and high-net-worth individual tax compliance and planning.
• Strong knowledge of fiduciary, gift, and estate taxation.
• Experience researching and resolving complex tax issues.
• Excellent analytical, communication, and client relationship skills.
• Experience leading and mentoring tax professionals.
• Proficiency with tax software such as CCH Axcess, Sure Prep, Microsoft Office, and related tax technologies.

Preferred Qualifications

• Experience with international estate planning and foreign trusts.
• Ability to interpret complex trust documents.
• Experience advising high-net-worth individuals and family offices.
• Strong business development mindset.

Why Join Us?

You'll have the opportunity to work with sophisticated clients, collaborate with experienced professionals, and help…