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Senior Tax Manager - Trust, Estate & High Net Worth

$140k - $180k

CyberCoders

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

Vacancy posted 2 days ago
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