Trusts & Estates Tax Manager / Sr. Manager (cpa firm)

About the Firm

Our CPA firm is dedicated to providing exceptional tax planning and compliance services to individuals and families with complex financial portfolios. We pride ourselves on our deep expertise in Trusts & Estates, helping clients navigate intricate tax landscapes with precision and care.

About the Role

We are seeking a Trusts & Estates Tax Manager or Senior Manager to take full responsibility for directing multiple engagements. In this role, you will serve as the primary point of contact for our high-net-worth clients, overseeing the end-to-end lifecycle of their tax matters. You will lead a team of tax professionals, ensuring that all filings are accurate, timely, and strategically aligned with client goals.

This position offers the opportunity to work directly with partners and senior leadership to shape the firm's approach to complex estate planning and trust taxation. You will be instrumental in mentoring junior staff and fostering a culture of excellence within the department.

Hiring Process

Interested candidates should submit their resume and a cover letter detailing their relevant experience in Trusts & Estates tax. Selected applicants will be invited for an initial phone screening, followed by a series of interviews with the hiring manager and senior partners. The process typically concludes with a final discussion regarding compensation and team fit.

Equal Opportunity Employer

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.