Trust & Estate Tax Manager - Public

We are looking for an accomplished Trust & Estate Tax Manager to support a growing public accounting practice in Grand Rapids, Michigan. This position focuses on advising high-net-worth individuals, families, fiduciaries, and related entities on complex tax matters involving trusts, estates, gifts, and individual income tax.

Responsibilities

• Lead fiduciary, estate, gift, and individual tax engagements from initial planning through final submission, ensuring work is completed accurately and on schedule.
• Examine complex federal, state, and local filings, including trust, estate, and gift tax returns, and confirm compliance with current tax rules.
• Counsel clients on matters involving fiduciary taxation, wealth transfer planning, charitable strategies, and estate administration considerations.
• Investigate technical tax questions related to trusts, estates, and privately held entities, and develop practical recommendations for resolution.
• Partner with colleagues across office locations and service areas to provide a consistent, high-quality client experience.
• Oversee staff assignments, review completed work, and provide coaching that supports technical growth and career development.
• Direct engagement workflow by managing timelines, budgets, staffing needs, and overall project execution.
• Identify planning opportunities that may reduce tax exposure and help clients respond effectively to evolving tax legislation.
• Contribute to business development efforts by expanding client relationships, recognizing additional service opportunities, and supporting practice growth.
• Promote adherence to industry standards, regulatory requirements, and internal quality expectations in all client engagements.

Requirements

• Bachelor’s degree in Accounting, Taxation, or a closely related discipline.
• Active CPA license required; advanced tax education such as a master’s degree in taxation or a JD with tax concentration is preferred.
• At least 5 years of recent public accounting experience focused on trust and estate taxation.
• Strong background in fiduciary, estate, gift, and individual tax compliance as well as tax planning.
• Proven ability to review complex returns and manage multiple engagements with minimal oversight.
• Working knowledge of federal and state tax regulations affecting trusts, estates, and high-net-worth individuals.
• Proficiency with tax preparation and research platforms, including CCH ProSystem fx and Microsoft Office applications.
• Excellent analytical, organizational, communication, and project management skills, with the ability to collaborate across a multi-office environment.

Benefits

• Medical, vision, dental, and life and disability insurance.
• Eligibility to enroll in our company 401(k) plan for contract/temporary professionals.