Trust and Estate Tax Manager

Responsibilities

• Manage and review the preparation of Gift, Estate, and Trust tax returns.
• Oversee federal and state quarterly estimated tax payment preparation.
• Develop and manage tax planning strategies for trusts and individual income tax matters.
• Research and analyze complex estate, gift, and trust-related tax issues and provide technical recommendations.
• Manage multiple client engagements while ensuring accuracy, efficiency, and timely completion.
• Review tax deliverables to ensure they are clear, concise, thorough, and of professional quality.
• Provide technical guidance and solutions for complex tax matters.
• Build and maintain strong client relationships while demonstrating knowledge of client industries and financial needs.
• Provide mentorship, coaching, and feedback to staff and interns.
• Conduct technical training and participate in professional development and mentorship programs.
• Collaborate with team members to ensure effective engagement management and exceptional client service.
• Remain dedicated to meeting and exceeding client expectations.

Qualifications & Requirements

• 10+ years of recent experience in public accounting with a national, large regional, or technically proficient local accounting firm.
• CPA certification required.
• Bachelor's or graduate degree in Accounting, Taxation, or related field.
• Extensive experience in Gift, Estate, and Trust tax compliance and planning.
• Strong technical knowledge of federal and state tax regulations related to trusts, estates, gifts, and individual taxation.
• Proven ability to manage complex tax engagements and lead client relationships.
• Experience supervising, mentoring, and developing tax professionals.
• Excellent organizational, analytical, and time management skills.
• Highly detail-oriented, proactive, and committed to delivering high-quality work.
• Strong written and verbal communication skills with a client-service focus.
• Advanced computer skills; experience with ProSystem Tax and Engagement is a plus.
• Ability to work collaboratively within a team environment and effectively manage multiple priorities.