Sr. Tax Manager (Generalist/Trust & Estate Focus)

Job Description

Job Description

Sr. Tax Manager (Generalist/Trust & Estate Focus)

Sr.Tax Manager (Generalist/Trust & Estate Focus)

Location: Troy, Bingham Farms, or Ann Arbor, MI (In-Office / Hybrid)

Position Type: Full-Time

Compensation: $140,000 - $180,000

The Role

We are seeking a Sr. Manager, Tax to serve as a key senior leader managing a broad and sophisticated tax practice. This high-impact role encompasses Corporate Tax, High Net Worth (HNW) individuals, and Trust and Estate returns. Demanding a high level of technical proficiency across multiple tax disciplines, you will partner closely with firm leadership to deliver comprehensive, integrated tax solutions to a sophisticated client base while mentoring and developing our rising tax staff.

Key Responsibilities

• Cross-Disciplinary Review: Manage and review corporate income tax returns (Forms 1120, 1120-S) alongside complex individual returns (Form 1040) for high-net-worth clients with significant investment, business, or compensation-related income.

• Fiduciary Compliance: Oversee fiduciary income tax returns (Form 1041) for trusts and estates, including complex grantor trust analysis, distributable net income (DNI) calculations, and income in respect of a decedent (IRD).

• Estate & Gift Wealth Planning: Coordinate estate and gift tax planning for HNW clients in close collaboration with estate planning attorneys, utilizing irrevocable trusts, family limited partnerships (FLPs), and charitable vehicles.

• Holistic Client Advisory: Provide integrated, multi-generational tax planning across corporate, individual, and fiduciary tax matters to deliver comprehensive advice to business owners, executives, and fiduciaries.

• Team Leadership: Supervise, mentor, and evaluate tax staff and seniors; identify targeted training opportunities and actively support team development.

• Technical Excellence: Research complex, multi-layered tax issues and communicate findings clearly via internal technical memos and direct client communications. Support firm growth through business development and community involvement.

Requirements

• Experience: 8+ years of progressive public accounting experience with demonstrated competency across corporate, HNW individual, and trust/estate/fiduciary taxation.

• Education & Credentials: Bachelor's degree in Accounting or a related field; active CPA license required.

  • Preferred: Master's degree in Taxation (MST) or LLM in Taxation; hands-on experience with estate planning strategies, charitable trust structures, or closely held business succession planning.

• Software & Technical Skills: Proficiency with advanced tax preparation and research software (e.g., CCH Axcess, GoSystem, BNA/Bloomberg Tax). In-depth knowledge of corporate, individual, and fiduciary income tax law.

• Attributes: Exceptional analytical and communication skills, with a proven ability to manage a diverse portfolio of clients across multiple tax disciplines simultaneously.

Why Join Us?

We are an established, growth-oriented CPA firm that prides itself on exceptional client service, specialized technical expertise, and a highly collaborative team culture. We actively invest in our people and support a sustainable, rewarding path toward leadership.

• Comprehensive Benefits: Generous medical, dental, and vision insurance packages.

• Financial & Retirement Security: Competitively structured base salary, performance incentives, and a robust retirement plan.

• Professional Growth: Full reimbursement and support for ongoing Continuing Professional Education (CPE) and professional memberships.

• Time Off: Highly competitive paid time off (PTO) program to support work-life balance throughout the year.

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/15/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at  View email address on ziprecruiter.com to make arrangements.