Estate Tax Manager

Job Description

Job Description

Estate Tax Manager

This is a mostly remote position that will require occasional (~2x/month) travel to the office in Fort Wayne, so candidates from the Indianapolis area are encouraged to apply!

About Us

We are a well-established professional services firm with deep roots in northeast Indiana, serving a diverse client base of closely held businesses, high-net-worth individuals, and multi-generational family enterprises. With a team of more than 50 professionals, we have built a strong reputation over many years for technical expertise, long-term client relationships, and a collaborative, team-driven culture. Our client portfolio spans manufacturing, construction, distribution, and other industries, and the complexity of our engagements continues to grow. We are adding a Trust, Gift and Estate Tax Manager as we invest in the long-term future of this growing practice area.

 

Day-to-Day Responsibilities

-        Serve as the primary technical resource for trust, gift, and estate tax engagements, managing clients from planning through compliance

-        Consult directly with clients, business owners, and attorneys on strategies including the use of trusts and gifting vehicles to accomplish tax minimization and charitable planning goals

-        Review and oversee preparation of fiduciary income tax returns, gift tax returns, estate tax returns, and related compliance work

-        Partner with professionals across practice areas to deliver integrated advice on business and individual tax matters

-        Supervise, mentor, and review the work of staff-level team members

-        Maintain direct client relationships with business owners, management personnel, and legal counsel

-        Stay current on changes in tax law and regulations affecting estate, gift, and trust planning

Required Skills and Qualifications

-        Bachelor's degree in Accounting required

-        Minimum 5 years of public accounting experience with a strong emphasis on trust, gift, and estate tax

-        CPA preferred; EA considered

-        Deep technical knowledge of fiduciary income tax, estate and gift tax, and charitable planning vehicles

-        Experience managing, reviewing, and developing staff

-        Strong verbal and written communication skills

-        Proficiency with tax software and technology platforms

-        Team-oriented with a commitment to exceptional client service

- 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 07/21/2026 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.