Senior Manager, Trust and Estates

Job Description

Job Description

We are seeking an experienced Tax Senior Manager – Trusts & Estates to lead complex fiduciary, estate, gift, and high-net-worth individual tax engagements. This leadership role combines deep technical expertise with client advisory responsibilities, team development, and practice growth initiatives. The ideal candidate is a trusted advisor who excels at building relationships, delivering strategic tax planning solutions, and mentoring professionals in a collaborative environment.

PBMares Core Values:

• Integrity
• Trust
• Respect
• Accountability
• Caring

What that means for you:

• The opportunity to grow and shape the future of the firm.
• Full benefits: medical, dental, vision, 401K match.
• Paid Time Off
• 11 paid holidays per year
• Flexible work schedule to include hybrid work environment.
• Company investment of a minimum of 40 hours learning and development annually

 

What You'll Do

Client Advisory & Relationship Management

• Serve as the primary advisor to high-net-worth individuals, trusts, estates, fiduciaries, and family groups.
• Provide strategic guidance on estate planning, wealth transfer strategies, charitable giving, and trust structures.
• Collaborate with attorneys, wealth advisors, trustees, and internal teams to deliver integrated solutions.
• Proactively identify planning opportunities and help clients navigate complex tax matters.

Technical Leadership

• Lead and review complex fiduciary, estate, gift, and individual tax returns, including Forms 1041, 706, and 709.
• Advise on federal, state, multi-jurisdictional, and cross-border trust and estate tax matters.
• Conduct tax research, develop and defend tax positions, and stay current on legislative and regulatory developments.
• Contribute to technical training and thought leadership within the firm.

Team Leadership

• Mentor, coach, and develop tax professionals.
• Provide performance feedback and support career growth.
• Help drive recruiting, onboarding, retention, and succession planning initiatives.
• Foster a culture of collaboration, accountability, and continuous improvement.

Practice Growth

• Manage engagement economics, including budgeting, realization, profitability, and billing.
• Identify opportunities to expand client services and strengthen relationships.
• Participate in business development, networking, and community engagement activities.
• Support strategic growth initiatives for the Trusts & Estates practice