Tax Manager (Trust & Estate)

Job description

Description As a key member of our Tax team, the position will assume a strategic role in high level tax oversight, client relationship management, and team development, with a particular emphasis on estate and trust taxation. The primary day-to-day responsibilities may involve; tax planning, tax return review, building and maintaining local business professional network, strategic planning, engagement planning and oversight, quality control review, and mentoring and training staff. Responsibilities: - Prepare and review fiduciary, gift, and estate tax returns, ensuring accuracy and compliance with current tax law - Lead estate and trust tax planning, including estate plan review - Deliver exceptional consulting and advisory support - Work closely with trustees, attorneys, and personal representatives to execute tax strategy and project management - Analyze and interpret trust and estate documents, with a focus on understanding the tax implications of document language. - Monitor and interpret legislative changes - Provide engagement oversight and quality control, including technical review and internal staff leadership Requirements: - Bachelor’s degree in Accounting - Active CPA l...