Tax Manager - Trust & Estates

Job Description

Job Description

Role Overview

The Tax Manager will be responsible for managing complex trusts and estates tax engagements, reviewing tax returns, advising clients and fiduciaries, coordinating with attorneys and financial advisors, and helping ensure that client matters are handled accurately, professionally, and on time.

This role will involve both compliance and planning work. The successful candidate should be comfortable handling complex tax issues, communicating with clients and advisors, managing deadlines, and taking ownership of client relationships.

Responsibilities

Responsibilities will include:

• Managing complex trust, estate, gift, fiduciary, and high-net-worth individual tax engagements

• Reviewing Forms 1041, 706, 709, 1040, and related state filings

• Advising clients, fiduciaries, attorneys, financial advisors, and beneficiaries on tax issues

• Identifying tax planning opportunities for estates, trusts, fiduciaries, and high-net-worth individuals

• Supervising, training, and mentoring preparers and staff

• Managing client relationships and serving as a primary point of contact

• Coordinating deadlines, document flow, tax notices, extensions, and year-end planning

• Assisting with practice development and long-term growth of trusts and estates tax services

• Supporting partners on complex planning, estate administration, and wealth transfer matters

Qualifications

Ideal candidates will have:

• Significant experience in public accounting, tax, law, or a closely related professional setting

• Strong technical knowledge of trusts, estates, fiduciary income tax, gift tax, and estate tax

• Experience reviewing complex Forms 1041, 706, 709, 1040, and related state filings

• Ability to manage client relationships with professionalism and sound judgment

• Strong written and verbal communication skills

• Excellent attention to detail and ability to manage competing deadlines

• Interest in long-term professional growth, leadership, and partnership

• CPA with a master's degree in taxation, or JD with an LL.M. in taxation

Experience with estate administration, fiduciary accounting, probate-related tax matters, charitable planning, or high-net-worth individual tax planning is a plus.

Candidate Profile

The right candidate will likely be someone who:

• Has already developed a strong technical foundation in trusts and estates taxation

• Enjoys complex planning and client advisory work

• Can communicate clearly with clients, fiduciaries, attorneys, and financial advisors

• Takes ownership of deadlines and client service

• Has the confidence and judgment to manage sophisticated matters

• Wants a long-term professional home with increasing responsibility

• Is interested in a realistic path toward firm leadership and potential partnership

What We Offer

We offer:

• Partner-track opportunity for the right candidate

• Meaningful client-facing work

• Sophisticated tax and planning matters

• Opportunity to help shape and grow a trusts and estates tax practice

• Competitive compensation based on experience

• Professional, flexible, and entrepreneurial work environment

• Long-term career opportunity with increasing responsibility and autonomy

• Confidential consideration for experienced professionals exploring a change

\nCompany Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.