Trust and Estate Tax Manager

Job Summary

Leading tax planning and compliance for high-net-worth clients, the fully remote Trust and Estate Tax Manager will design tax strategies, oversee complex return preparation, and serve as the primary client relationship holder.

Key responsibilities

• Design and implement comprehensive tax planning strategies for personal, fiduciary, estate, and gift tax
• Oversee the preparation and review of complex tax returns, including personal, fiduciary, estate, and gift returns
• Conduct technical tax research and resolve complex tax issues while maintaining client relationships

Required qualifications

• 4+ years of experience in tax planning with a focus on trust, estate, and high-net-worth work
• Experience in a CPA firm, wealth management firm, or law firm
• Strong technical knowledge of tax laws and a commitment to professional development
• CPA, JD, or EA certification required
• Proven ability to mentor staff and effectively communicate complex tax concepts to clients