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BC
Onsite Manager, Tax Services – Private Wealth
Posted 16 hours ago
About the role
- Manager in Wealth Tax focusing on fiduciary tax compliance for high-net-worth individuals and families. Lead engagements and develop client relationships in a respected accounting firm.
Responsibilities
- Manage and review fiduciary, estate, and gift tax returns, including Forms 1041, 706, 709, and related state filings.
- Provide tax planning and advisory services related to estate, gift, and generation-skipping transfer (GST) tax matters.
- Assist clients with wealth transfer strategies, charitable planning, and trust structuring to achieve long-term family objectives.
- Research and interpret complex federal and state tax laws affecting trusts, estates, and fiduciary income taxation.
- Supervise, mentor, and review the work of tax staff and senior associates; provide training and performance feedback.
- Collaborate with attorneys, financial advisors, trustees, and estate planners to support comprehensive estate planning and administration.
- Assist with fiduciary accounting, estate administration matters, and audit or inquiry responses related to trust and estate tax issues.
- Stay current on legislative and regulatory changes impacting trusts and estates and communicate implications to clients and internal teams.
Requirements
- Bachelor’s degree in Accounting, Finance, or related field; CPA required.
- JD or LL.M. in Taxation preferred.
- Minimum of five (5) years of experience in trust and estate taxation, preferably in a public accounting or law firm environment.
- Strong working knowledge of fiduciary income tax, estate tax, gift tax, and related compliance requirements.
- Experience with fiduciary accounting and estate administration preferred.
- Strong analytical, research, and problem-solving skills.
- Demonstrated ability to supervise and develop staff.
- Proficiency in tax software (CCH Axcess, GoSystem, or similar) and Microsoft Office Suite.
Benefits
- Equal Opportunity Employer, committed to providing career opportunities to firm members of all races, genders, sexual orientations, and beliefs.
Job title
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Experience level
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Not specified
Degree requirement
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