CPA Trust & Estate Tax Manager
Job Summary
Supporting complex trust, estate, gift, and high-net-worth individual tax work, the full-time remote CPA Trust & Estate Tax Manager will manage client relationships, conduct tax compliance and planning, and provide advanced technical assistance and research.
Key responsibilities
- Review complex trust, estate, gift, and high-net-worth individual tax returns
- Provide advanced technical assistance and collaborate with clients on planning opportunities
- Develop and mentor staff while managing the financial performance of engagements
Required qualifications
- 5+ years of recent public accounting experience with a focus on trust and estate tax
- Experience with trust, estate, and gift tax matters
- Licensed CPA or JD required
- Ability to review high-net-worth individual tax returns
- Proven skills in building and retaining client relationships
Complete Job Description
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