Senior Tax Manager - Trust, Estate & High Net Worth
$140k - $180kCyberCoders
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. #J-18808-Ljbffr CyberCoders
- CyberCoders is seeking a Sr. Tax Manager (Generalist/Trust & Estate Focus) in Michigan. The role oversees corporate, high-net-worth, and fiduciary tax work, guiding a senior team while partnering with firm leadership to deliver integrated tax solutions. The position requires...SeniorHigh net worthWork at office
- Tax Manager - Estate, Gift, and Trust page is loaded## Tax Manager - Estate, Gift, and Trustlocations... ...engagements, providing high-level support to high-net-worth individuals, families, and their... ...Supervise and mentor junior and senior staff members, providing guidance...High net worthWork at officeLocal areaFlexible hours
- A tax consultancy firm in Troy, MI seeks a Senior Tax Manager specializing in trust and estate taxation. This role involves leading tax engagements, mentoring staff, and providing expert client service. The ideal candidate will have a Bachelor's degree in Accounting and...Senior
- A leading professional services firm in Sterling Heights seeks a Tax Manager for Estate, Gift, and Trust. The role involves overseeing tax compliance for high-net-worth clients, mentoring staff, and developing tax strategies. Candidates should have a Bachelor's degree in...High net worth
- ...portable book of business to join the Trusts + Estates practice in Southeast Michigan (... ...in complex estate planning, tax considerations, probate... ...matters. The attorney will advise high-net-worth clients, draft wills and trusts, manage trust administration, and develop...SeniorHigh net worth
- ...Senior Tax Manager Fenner Melstrom and Dooling, PLC (FMD) is seeking a highly technical Senior Tax Manager who is ready to step into... ...entrepreneurial clients, and high-net-worth individuals. This person... ...existing clients. Serve as a trusted business advisor to clients...SeniorHigh net worthWork at officeImmediate startFlexible hours
- ...well-established and highly respected wealth management firm in the Metro... ...seeking an experienced Tax Manager or Senior Tax Accountant to... ...directly with high-net-worth individuals, families, trusts, and closely held businesses... ...Trusts and estates Small businesses and...High net worthWork at officeLocal area
- ...We are seeking a dynamic and experienced Senior Manager to join our Housing and Community Development... ...leader with deep expertise in Historic Tax Credits (HTC) and New Markets Tax Credits... ...applicant tracking system. Due to the high volume of interest in our positions, only...SeniorFull timeRemote workFlexible hours
- Job Summary The Estate, Gift, and Trust Senior Professional plays a pivotal role in delivering sophisticated tax compliance and planning services to high-net-worth clients, families, and their advisors. You... ...complex tax engagements, manage client relationships, mentor...SeniorHigh net worthWork at officeLocal area
- ...Senior Tax AssociateProsperity Partners ("Prosperity") is a Chicago... ...services to dynamic businesses, high net-worth individuals, and family... ...candidate will report to the firm's Managers and Partners and will work... ..., Corporations, and Trusts;Success in prior work experience...SeniorHigh net worthWork experience placementWork at office3 days per week
- ...Description Job description Senior CPA Tax Accountant The Skillman... ...held businesses and high net worth individuals. Working directly... ...corporate, partnership and trust tax returns; complete... ...office environment that has a manageable work/life balance. If you...High net worthFull timeWork at officeRelocationMonday to FridayFlexible hours
$155k - $195k
Sr. Tax Manager - Partnership & Real Estate Join a leading Michigan public accounting firm where a $155,000-$195,000 base salary, high-impact leadership, and a direct path toward partner are waiting... ..., and evaluate tax staff and seniors through constructive coaching and...SeniorFull time- Doeren Mayhew is a tax, assurance and advisory firm headquartered... ...named among the 50 best-managed firms in the nation, this is the... ...affecting partnerships, individuals, trusts, corporations and family... ...entrepreneurial InternationalTax Senior Manager to join our...SeniorWork at officeLocal area
$135k - $185k
.... Join us. Overview We are seeking a dynamic and experienced Senior Manager to join our Housing and Community Development practice. This role... ...thinker and hands‑on leader with deep expertise in Historic Tax Credits (HTC) and New Markets Tax Credits (NMTC). Experience...SeniorFlexible hours- About the Role Gordon Advisors is seeking a highly skilled Senior Tax Manager - Trust & Estates to join our growing practice in Troy, MI. This leadership role offers the opportunity to manage complex estate, gift, trust, and fiduciary income tax engagements while mentoring...Senior
$70k - $95k
...Tax Staff/Senior Location: Hybrid - in Troy, MI (3 days a week) Salary: $70K-$95K + Bonuses... ...: In process for CPA or EA, High Net Worth (HNW) expertise, open to pitching in with... ...because this role is your fast track to a Manager position and beyond! What You'll Do...SeniorHigh net worth3 days per week- ...MidlandsacutePermanentCorporate Tax Senior ManagerLocation:... ...appoint a Corporate Tax Senior Manager to join its growing Birmingham... ...while overseeing the delivery of high-quality compliance services and... ...tax advisory projectsAct as a trusted adviser to clients on a range...SeniorFull timeWork at officeFlexible hours
- ...law firm seeks an experienced Trusts and Estates Attorney/Partner to join... ...background in estate planning, tax law, probate law, and trust... ...proceedings and asset distribution. Manage and administer trusts in... ...trust law. Experience with high net worth families and complex estate...High net worth
- ...onBirmingham, West MidlandsacutePermanentM&A Tax Senior Manager ð¼ð Birmingham | Hybrid Workingð Salary... ...is an excellent opportunity to work on high-profile UK and international... ...strong client relationships, acting as a trusted adviser throughout the transaction process...SeniorFlexible hours
- As an Estate, Gift, and Trust Staff, you will contribute to delivering exceptional tax services to high-net-worth individuals, families, and their advisors. You will prepare and analyze estate, gift, and trust tax returns, supporting tax planning strategies, and ensuring...High net worth
- ...Job Description 7 plus years of Corporate Tax experience Venteon Finance is currently seeking a Senior Tax Manager for a global organization headquartered in the... ...as business needs require. If you are a high performer and would like to work for an equally...SeniorRemote work
- ...is a leading professional services firm delivering tax, audit, and advisory services to clients, with a focus on high-net-worth individuals and their advisors. This role contributes to preparing estate, gift, and trust tax returns, supporting planning strategies, and ensuring...High net worth
- ...Mayhew is the 36th largest U.S. tax, assurance and advisory firm... ...consistently named among the 50 best-managed firms in the nation, this is... ...seeking a hands-on Manager or Senior Manager to lead the tax... ...project teams, and delivering high-quality work under tight transaction...SeniorWork at officeLocal areaRemote work
- UHY LLP is seeking an Estate, Gift, and Trust Staff to prepare and review estate, gift, and trust tax returns and support planning strategies for high-net-worth clients. You will collaborate with attorneys, financial planners, and colleagues in a fast-paced office environment...High net worthWork at office
- ...Overview We are seeking a highly skilled and experienced Tax Manager (Partner track) to join our client’s office in Troy, Michigan. As a pivotal member... ...only those selected for an interview will be notified. Seniority level Mid-Senior level Employment type Full-time Job...SeniorFull timeWork at officeLocal area
- ...Something Bigger Than a Tax Department. Gulla... ...serve clients at a high level. This is a... ...include: Lead and manage the Tax Department,... ...including Managers, Senior Tax Consultants, and... ...and high-net-worth clients Oversee multi... ...meetings and serve as a trusted advisor Monitor workflow...High net worth
- JOB SUMMARYAs an Estate, Gift, and Trust Staff, you will contribute to delivering exceptional tax services to high-net-worth individuals, families, and their advisors. This role involves preparing and analyzing estate, gift, and trust tax returns, supporting tax planning...High net worthWork at officeLocal areaFlexible hours
- ...are currently seeking an experienced Tax Senior or Tax Manager to join our Detroit office and support... ...Respond to client questions and serve as a trusted advisor on accounting and tax matters.... ..., business casual work environment, a highly desirable work-life balance and...SeniorCasual workWork at office
$99.75k - $262.5k
Job Summary The Tax Senior Manager, Transfer Pricing is responsible for advising clients of the transfer pricing implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with transfer...SeniorWork at office- Doeren Mayhew is looking for a hands‑on Manager or Senior Manager to lead the tax consulting practice within the Transaction Advisory Services Group. This role involves overseeing tax aspects of M&A transactions, including tax due diligence and post-close tax planning....SeniorRemote jobWork at officeLocal area
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