Tax Manager – Estates and Trusts

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee estate and trust tax engagements, encompassing planning, compliance, and fiduciary management.

• Prepare and review federal and state estate, gift, and trust tax returns.

• Act as a technical expert and advisor to clients regarding intricate trust structures and their tax implications.

• Perform advanced legal and tax research and convert findings into actionable strategies.

• Collaborate with attorneys, accountants, and wealth management professionals within the firm.

• Monitor and manage work in progress, ERTC/EROS, aged receivables, and billing processes.

• Mentor junior staff and assist in cultivating the next generation of technical expertise.

• Contribute to process enhancements and help establish best practices within the estate and trust practice.

⛳️ Requirements

• Juris Doctor (JD) and LL.M. in Taxation.

• At least 5 years of experience in estate and trust tax planning and compliance.

• Familiarity with CCH Axcess Tax and ProSystem fx Engagement.

• Excellent communication skills.

• Detail-oriented with the capability to manage multiple clients and priorities effectively.

• Bar licensure in at least one U.S. state.

• CPA license or active pursuit of CPA certification is preferred.

• Previous experience in a public accounting or professional services firm is preferred.

• Knowledge of advanced planning methods, such as GRATs, IDGTs, and charitable trusts is preferred.

• A strong enthusiasm for team leadership and mentorship is preferred.

🏝️ Benefits

• Performance-based bonuses.

• 100% Remote Work Environment (with optional travel for retreats or team connection).

• Comprehensive Health, Dental, and Vision Insurance.

• 401(k) with Company Match.

• Ongoing Professional Development.

• Support for CPA Licensing (if applicable).

• Generous PTO.

• Paid Holidays.

• Collaborative, Flexible Culture.