Senior Manager, Trust and Estates

Overview

About the Organization: PBMares is a growing firm focused on integrity, creativity, and teamwork. We value continuous learning, work‑life balance, and challenging opportunities. We are over 300 strong in 12 offices across Virginia, Maryland, and North Carolina and are looking for new teammates.

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

We are seeking an experienced Tax Senior Manager – Trusts & Estates to lead complex fiduciary, estate, gift, and high‑net-worth individual tax engagements. This leadership role combines deep technical expertise with client advisory responsibilities, team development, and practice growth initiatives. The ideal candidate is a trusted advisor who excels at building relationships, delivering strategic tax planning solutions, and mentoring professionals in a collaborative environment.

PBMares Core Values:

• Integrity
• Trust
• Respect
• Accountability
• Caring

What that means for you:

• The opportunity to grow and shape the future of the firm.
• Full benefits: medical, dental, vision, 401K match.
• Paid Time Off
• 11 paid holidays per year
• Flexible work schedule to include hybrid work environment.
• Company investment of a minimum of 40 hours learning and development annually

• Serve as the primary advisor to high‑net‑worth individuals, trusts, estates, fiduciaries, and family groups.
• Provide strategic guidance on estate planning, wealth transfer strategies, charitable giving, and trust structures.
• Collaborate with attorneys, wealth advisors, trustees, and internal teams to deliver integrated solutions.
• Proactively identify planning opportunities and help clients navigate complex tax matters.

• Lead and review complex fiduciary, estate, gift, and individual tax returns, including Forms 1041, 706, and 709.
• Advise on federal, state, multi‑jurisdictional, and cross‑border trust and estate tax matters.
• Conduct tax research, develop and defend tax positions, and stay current on legislative and regulatory developments.
• Contribute to technical training and thought leadership within the firm.

• Mentor, coach, and develop tax professionals.
• Provide performance feedback and support career growth.
• Help drive recruiting, onboarding, retention, and succession planning initiatives.
• Foster a culture of collaboration, accountability, and continuous improvement.

• Manage engagement economics, including budgeting, realization, profitability, and billing.
• Identify opportunities to expand client services and strengthen relationships.
• Participate in business development, networking, and community engagement activities.
• Support strategic growth initiatives for the Trusts & Estates practice.

What You Will Need

• Bachelor's degree in Accounting, Taxation, Finance, or a related field.
• CPA required (JD considered with significant trusts and estates tax expertise).
• 8+ years of progressive public accounting tax experience.
• Significant experience with trusts, estates, gift taxation, and high‑net‑worth individual tax planning.
• Strong leadership, client relationship management, tax research, project management, and communication skills.

Preferred

• Master's degree in Taxation, Accounting, or related field.
• Experience with international estate planning, foreign trusts, and global wealth transfer matters.
• Experience advising affluent families, family offices, and fiduciaries.
• Recognized expertise in trusts, estates, or wealth preservation planning.

Remote eligibility

Remote eligibility may be considered for candidates located in the following states:
Virginia, Maryland, North Carolina, Pennsylvania, Florida, Colorado, South Carolina, Georgia, Arizona, Tennessee, New Mexico, Indiana, Missouri, and Illinois.

The salary range for this position is $161,500–$210,000. Actual compensation within the range will be determined based on skills, experience, qualifications, location, internal equity, and business needs. PBMares offers a comprehensive benefits package, including medical, dental, vision, a 401(k), paid holidays, paid time off, and other employee benefit programs.

We are an equal opportunity employer. Our policy is to provide equal opportunity for employment to all individuals regardless of race, color, religion, sex, national origin, age, genetic information, disability, veteran status, sexual orientation, gender identity, or any other protected characteristic. We maintain a drug-free workplace and perform pre‑employment substance abuse testing. This contractor and subcontractor abide by 41 CFR 60-741.5(a).

Must be authorized to work in the United States permanently without sponsorship.

This position is currently accepting applications.