Position Overview:
As a
Manager in Wealth Tax - Trusts & Estates, you will play a critical role in delivering fiduciary tax compliance and planning services to high-net-worth individuals, families, family offices, and fiduciaries. This role offers the opportunity to deepen technical expertise in trust and estate taxation while managing engagements and developing client relationships.
Responsibilities:
- Manage and review fiduciary, estate, and gift tax returns, including Forms 1041, 706, 709, and related state filings.
- Provide tax planning and advisory services related to estate, gift, and generation-skipping transfer (GST) tax matters.
- Assist clients with wealth transfer strategies, charitable planning, and trust structuring to achieve long-term family objectives.
- Research and interpret complex federal and state tax laws affecting trusts, estates, and fiduciary income taxation.
- Supervise, mentor, and review the work of tax staff and senior associates; provide training and performance feedback.
- Collaborate with attorneys, financial advisors, trustees, and estate planners to support comprehensive estate planning and administration.
- Assist with fiduciary accounting, estate administration matters, and audit or inquiry responses related to trust and estate tax issues.
- Stay current on legislative and regulatory changes impacting trusts and estates and communicate implications to clients and internal teams.
Qualifications:
- Bachelor's degree in Accounting, Finance, or related field; CPA required. JD or LL.M. in Taxation preferred.
- Minimum of five (5) years of experience in trust and estate taxation, preferably in a public accounting or law firm environment.
- Strong working knowledge of fiduciary income tax, estate tax, gift tax, and related compliance requirements.
- Experience with fiduciary accounting and estate administration preferred.
- Strong analytical, research, and problem-solving skills.
- Demonstrated ability to supervise and develop staff.
- Proficiency in tax software (CCH Axcess, GoSystem, or similar) and Microsoft Office Suite.
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
