Remote Trust & Estate Tax Manager | HNW Focus | Up to $200k+ | Independent CPA Firm

About the role

We are an independently owned CPA and advisory firm based in the Washington, DC metro area, founded over three decades ago and built around privately owned businesses and high-net-worth individuals and families. We have been recognized as a Best Accounting Firm to Work For multiple times over, and the people who work here will tell you it shows up in how the firm actually operates — not just how it recruits.

Responsibilities

• Work with HNW individuals and families on estate planning, trust administration, gift tax, and succession planning
• Manage client relationships and supervise tax staff
• Advise clients and their advisors directly on complex estate and gift planning matters
• Manageable busy season with intentional scheduling to allow for breathing room after the winter months

Requirements

• Active CPA, EA, or J.D. required
• 7–10+ years of tax experience at a public accounting firm or law firm
• Strong 1041 (Trust) and 706 (Estate) experience required
• Gift tax experience strongly preferred
• HNW individual (1040) experience strongly preferred
• Private foundation (990-PF) experience a plus
• Self-directed and comfortable working fully remote

Qualifications

• Comfortable advising clients and their advisors directly on complex estate and gift planning matters
• Manageable busy season with intentional scheduling to allow for breathing room after the winter months
• Independently owned — no PE — no private equity. No merger disruption. A firm that has been doing this the right way for over 30 years and intends to keep it that way
• Global network access — member of an elite global accounting association as the only DC-area firm chosen for membership — access to international resources well beyond what most mid-sized regional firms can offer

Skills

• Strong 1041 (Trust) and 706 (Estate) experience
• Gift tax experience
• HNW individual (1040) experience
• Private foundation (990-PF) experience
• Experience managing client relationships and supervising tax staff
• Self-directed and comfortable working fully remote

Benefits

• Annual firm-sponsored trips — all-inclusive, all expenses paid
• Half-day Fridays May through August
• CPA exam fee reimbursement + extra PTO to study + bonuses for passing
• Professional development, CPE, and conference support

Pay

Base salary up to $200k+, commensurate with experience — flexibility for the right candidate

Schedule

Manageable busy season with intentional scheduling to allow for breathing room after the winter months