Sr. Tax Manager (Generalist/Trust & Estate Focus)

About the role

We are seeking a Senior Manager, Tax to serve as a key senior leader managing a broad and sophisticated tax practice. This high-impact role encompasses Corporate Tax, High Net Worth (HNW) individuals, and Trust and Estate returns. Demanding a high level of technical proficiency across multiple tax disciplines, you will partner closely with firm leadership to deliver comprehensive, integrated tax solutions to a sophisticated client base while mentoring and developing our rising tax staff.

Key Responsibilities

• Cross-Disciplinary Review: Manage and review corporate income tax returns (Forms 1120, 1120-S) alongside complex individual returns (Form 1040) for high-net-worth clients with significant investment, business, or compensation-related income.
• Fiduciary Compliance: Oversee fiduciary income tax returns (Form 1041) for trusts and estates, including complex grantor trust analysis, distributable net income (DNI) calculations, and income in respect of a decedent (IRD).
• Estate & Gift Wealth Planning: Coordinate estate and gift tax planning for HNW clients in close collaboration with estate planning attorneys, utilizing irrevocable trusts, family limited partnerships (FLPs), and charitable vehicles.
• Holistic Client Advisory: Provide integrated, multi-generational tax planning across corporate, individual, and fiduciary tax matters to deliver comprehensive advice to business owners, executives, and fiduciaries.
• Team Leadership: Supervise, mentor, and evaluate tax staff and seniors; identify targeted training opportunities and actively support team development.
• Technical Excellence: Research complex, multi-layered tax issues and communicate findings clearly via internal technical memos and direct client communications. Support firm growth through business development and community involvement.

Requirements

• Experience: 8+ years of progressive public accounting experience with demonstrated competency across corporate, HNW individual, and trust/estate/fiduciary taxation.
• Education & Credentials: Bachelor's degree in Accounting or a related field; active CPA license required.
• Preferred: Master's degree in Taxation (MST) or LLM in Taxation; hands-on experience with estate planning strategies, charitable trust structures, or closely held business succession planning.

Software & Technical Skills

• Proficiency with advanced tax preparation and research software (e.g., CCH Axcess, GoSystem, BNA/Bloomberg Tax).
• In-depth knowledge of corporate, individual, and fiduciary income tax law.

Attributes

• Exceptional analytical and communication skills, with a proven ability to manage a diverse portfolio of clients across multiple tax disciplines simultaneously.

Benefits

• Generous medical, dental, and vision insurance packages.
• Competitive base salary, performance incentives, and a robust retirement plan.
• Full reimbursement and support for ongoing Continuing Professional Education (CPE) and professional memberships.
• A highly competitive paid time off (PTO) program to support work-life balance throughout the year.