Tax Manager – Wealth Transfer & Preservation serves as a trusted advisor to clients and their professional advisory teams on fiduciary income tax and transfer tax matters. This role provides technical leadership in trust and estate taxation, including fiduciary income tax compliance and planning, estate/gift and generation-skipping transfer tax reporting and planning. This individual will work closely with internal tax professionals, attorneys, wealth managers, trust officers, executors, trustees, and beneficiaries to deliver timely, accurate, and tax-efficient solutions.
Essential Position Responsibilities:
- Review and prepare tax returns, including fiduciary income tax returns (Forms 1041 and related state filings) for trusts and estates, federal and state estate tax returns (Form 706) and gift tax returns (Form 709).
- Advise clients and their professional advisors on fiduciary income tax, estate tax, gift tax, and generation-skipping transfer tax matters.
- Research complex federal and state tax issues and develop practical planning recommendations.
- Analyze wills, trust agreements, buy-sell agreements, and other legal documents to identify tax implications and planning opportunities.
- Develop tax-efficient strategies related to trust and estate administration, wealth transfer planning, and post-mortem planning opportunities.
- Identify risks, planning opportunities, and technical issues affecting clients and provide proactive recommendations.
- Coordinate information gathering, review processes, and advisor communications to ensure efficient engagement completion.
- Serve as a primary point of contact for clients and coordinate productive communication among attorneys, wealth managers, trust administrators, outside advisors, and other stakeholders to achieve timely decisions and successful outcomes.
- Foster strong internal relationships with tax relationship managers and other service teams while building credibility as a trusted technical resource to deliver integrated client solutions, expand advisory services, and strengthen client relationships.
- Support the growth of the Wealth Transfer & Preservation practice through business development, networking, process improvement, and knowledge sharing.
- Take ownership of project timelines, proactively identifying obstacles, driving matters to resolution, and managing multiple engagements simultaneously.
- Mentor, train, and develop staff by providing technical guidance, reviewing work product, and supporting professional development in fiduciary income tax, transfer tax, and estate administration matters.
- Bachelor's degree in Accounting or related field required.
- CPA license required or strongly preferred.
- Minimum of five years of public accounting experience with substantial focus on fiduciary income tax and transfer tax matters.
- Demonstrated experience with trusts, estates, fiduciary accounting concepts, estate tax returns, gift tax returns, and wealth transfer planning.
- Working knowledge of estate and trust administration procedures, fiduciary accounting principles, and probate processes.
- Strong research, analytical, and problem-solving skills.
- Excellent written and verbal communication skills.
- Proven ability to manage multiple projects and prioritize competing deadlines.
- Strong technology skills and proficiency with tax software applications.
- Ability to collaborate effectively with clients, attorneys, wealth managers, and internal professionals.
Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.
