Tax Manager - Estate, Gift, and Trust

Tax Manager - Estate, Gift, and Trust page is loaded## Tax Manager - Estate, Gift, and Trust locations:
Sterling Heights, MItime type:
Full time posted on:
Posted Yesterday job requisition :
JR101439#
** JOB SUMMARY
** 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.#

** JOB DESCRIPTION
** 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 environment
*** Work is conducted in a professional office environment with minimal distractions
** Physical demands
*** 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 required
*** Travel may be frequent and unpredictable, depending on client’s needs
** Required education and experience
*** 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
** Other duties
** Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of…