Tax Manager (Trust & Estate)

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