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!