Tax Manager (Trust & Estate)

We are an accounting firm deeply rooted in excellence and genuine concern for the well-being of both its team and clientele. Over three decades on, these core principles continue to shape our ethos, driving our culture and growth. They guide us in forging enduring relationships and embarking on innovative ventures to further benefit the community we serve.

While this position would require experience with fiduciary income tax returns, you would also be involved in the preparation of business and individual returns. You would be working directly with clients (backed by a team-effort) managing relationships particularly in situations that involve fiduciary assistance. You will supervise staff accountants on engagements, manage client communication, and develop client relationships.

The seniority of this position is variable based on a candidate’s level of experience. This role offers opportunity for advancement to highest level of leadership. We offer competitive compensation and a unique benefits package.

Here are a few competency expectations for this position:

Possess broad tax knowledge with an expertise and passion for tax research on gift, estate, and fiduciary income tax issues. Ability to draw conclusions, and document findings in written format
Review and prepare gift, estate, and fiduciary income tax returns – however, individual and business returns would also be managed.
Review and prepare fiduciary accounting for estates and trusts
Conduct tax planning for and consult with high net-worth clients for estate and trust needs