Trust & Estate Tax Manager

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Trust & Estate Tax Manager based in the United States.

The Trust & Estate Tax Manager will play a key role in supporting complex tax engagements for trusts, estates, gifts, and high-net-worth individuals. This position offers the opportunity to combine technical expertise, client advisory skills, and leadership responsibilities within a collaborative professional services environment. The successful candidate will review complex tax matters, provide strategic planning support, and serve as a trusted resource for clients and internal teams. You will work closely with experienced professionals while helping strengthen a growing specialty practice. This role is ideal for a tax leader who enjoys solving complex challenges, building lasting client relationships, and mentoring team members. The position offers flexibility through remote and local office options depending on location.

Accountabilities:: The Trust & Estate Tax Manager will oversee complex tax engagements, provide technical guidance, and deliver high-quality advisory services to clients while supporting the continued growth of the trust and estate practice.

Review complex trust, estate, gift, and high-net-worth individual tax returns to ensure accuracy, compliance, and quality.

Provide advanced technical assistance, tax planning recommendations, and research support on complex tax issues.

Manage client relationships by addressing questions, identifying planning opportunities, and delivering clear tax guidance.

Prepare and review complex tax filings related to trusts, estates, gifts, and individual taxation as needed.

Conduct technical research and develop accurate, practical solutions for challenging tax matters.

Serve as a trusted advisor and technical resource for assigned client relationships with appropriate oversight.

Supervise, mentor, and develop staff and senior team members through coaching, feedback, and knowledge sharing.

Manage engagement performance, including budgets, billing, collections, project timelines, and risk management.

Collaborate with partners and colleagues to support client success and practice growth.

Contribute to improving processes, strengthening technical capabilities, and expanding specialized tax services.

Requirements:

The ideal candidate is an experienced tax professional with strong trust and estate expertise, excellent communication skills, and the ability to manage complex client engagements. You bring deep technical knowledge, sound judgment, and a commitment to delivering exceptional client service.

5+ years of recent public accounting experience focused on trust and estate taxation.

Demonstrated experience with trust, estate, and gift tax matters.

Ability to review and analyze high-net-worth individual tax returns.

Licensed CPA or JD required.

Strong technical research, writing, and problem-solving skills.

Excellent verbal and written communication abilities with the confidence to advise clients directly.

Proven ability to build and maintain strong client relationships.

Experience supervising, mentoring, and developing accounting professionals.

Strong organizational skills with the ability to manage multiple complex engagements and deadlines.

Ability to work collaboratively with partners, clients, and internal teams.

Authorization to work in the United States without employer sponsorship.

Benefits:

Competitive salary range of $135,000 - $175,000 USD .

Potential eligibility for a discretionary annual incentive program.

Flexible work options, including fully remote or local office-based opportunities depending on location.

Comprehensive medical, dental, and vision insurance.

Life and disability insurance coverage.

Health savings account with annual company contribution.

Flexible spending accounts and dependent care benefits.

401(k) plan with company match and annual discretionary profit sharing.

Generous paid time off program, including vacation, sick leave, and paid holidays.

Volunteer time off opportunities.

Paid sabbatical after seven years of service.

Paid parental leave.

Opportunities for professional growth, mentorship, and career development.

Collaborative culture focused on accountability, respect, innovation, and community impact.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1