Job Description
Seeking an experienced Tax Manager specializing in Trusts & Estates to lead complex tax planning and compliance services for high-net-worth individuals, fiduciaries, and family offices. The ideal candidate will possess deep expertise in estate, gift, and fiduciary income tax matters, with the ability to advise clients on multi-generational wealth strategies, tax-efficient transfers, and trust administration.
Responsibilities include managing and reviewing the preparation of federal and state fiduciary income tax returns (Forms 1041), estate tax returns (Form 706), gift tax returns (Form 709), and generation-skipping transfer (GST) tax filings; advising clients on estate planning strategies, charitable giving, trust structuring, and wealth preservation; and providing guidance on trust accounting and distributions. The candidate will also identify and resolve tax issues, provide strategic advice, oversee tax staff, and manage workflow.