Tax Accounting Manager (Trusts & Estates)
Posted 2025-10-26
Remote, USA
Full Time
Immediate Start
We are seeking an experienced Tax Manager specializing in Trusts Estates to lead complex tax planning and compliance services for high-net-worth individuals, fiduciaries, and family offices. The ideal candidate will possess deep expertise in estate, gift, and fiduciary income tax matters, with the ability to advise clients on multi-generational wealth strategies, tax-efficient transfers, and trust administration. Responsibilities: Manage and review the preparation of federal and state fiduciary income tax returns (Forms 1041), estate tax returns (Form 706), gift tax returns (Form 709), and generation-skipping transfer (GST) tax filingsAdvise clients on estate planning strategies, charitable giving, trust structuring, and wealth preservationProvide guidance on trust accounting and distributions in accordance with trust documents and applicable lawsIdentify and resolve tax issues; provide practical solutions and strategic advice tailored to client goalsOversee and mentor tax staff and senior associates; manage workflow and ensure timely and accurate delivery of servicesRequirements: Bachelors Degree in Accounting, Finance or related field 10+ years accounting experience with a focus on Trusts/EstatesCPA or EA preferred Originally posted on Himalayas Apply To this Job