Job Description
We are seeking an experienced and highly detail-oriented Tax Manager with specialized expertise in trust and estate tax compliance and planning. This role will be responsible for managing complex trust and estate tax filings, advising clients on estate planning strategies, and ensuring compliance with all federal and state tax regulations. The ideal candidate will have a deep understanding of fiduciary accounting, estate and gift taxation, and the ability to develop proactive strategies for high-net-worth individuals and families.
Responsibilities include preparing and reviewing tax returns, managing a portfolio of clients, providing strategic tax planning, collaborating with advisors, supervising staff, staying up to date on tax law, responding to tax notices, and supporting business development.