Tax Manager

TaxManager –Wealth Transfer & Preservationserves as a trusted advisor to clients and their professional advisory teams on fiduciary income tax and transfer tax matters. This role provides technical leadership in trust and estate taxation, including fiduciary income tax compliance and planning, estate/giftandgeneration-skipping transfer taxreporting andplanning.This individual will work closely with internal tax professionals, attorneys, wealth managers, trust officers, executors, trustees, and beneficiaries to delivertimely,accurate, and tax-efficient solutions. Essential Position Responsibilities: Reviewand preparetax returns, includingfiduciary income tax returns (Forms 1041 and related state filings) for trusts and estates, federal and state estate tax returns (Form 706)and gift tax returns (Form 709). Advise clients and their professional advisors on fiduciary income tax, estate tax, gift tax, and generation-skipping transfer tax matters. Research complex federal andstatetax issues and develop practical planning recommendations. Analyze wills, trust agreements, buy-sell agreements, and other legal documents to identify tax implications and planning opportunities. Develop tax-efficient strategies related to trust and estate administration, wealth transfer planning, and post-mortem planning opportunities. Identifyrisks, planning opportunities, and technical issues affecting clients and provide proactive recommendations. Coordinate information gathering, review processes, and advisor communications to ensure efficient engagement completion. Serve as a primary point of contact for clients and coordinateproductive communication amongattorneys, wealth managers, trust administrators,outside advisors, and other stakeholders to achievetimelydecisions and successful outcomes. Foster strong internal relationships with tax relationship managers and other service teamswhile building credibility as a trusted technical resourceto deliver integrated client solutions, expand advisory services, and strengthen client relationships. Support the growth of the Wealth Transfer & Preservation practice through business development, networking, process improvement, and knowledge sharing. Take ownership of project timelines, proactivelyidentifyingobstacles,driving matters to resolution, and managing multiple engagements simultaneously. Mentor, train, and develop staffbyprovidingtechnical guidance, reviewing workproduct, and supporting professional developmentin fiduciary income tax, transfer tax, and estate administration matters. Bachelor’s degree in Accountingor related fieldrequired. CPA licenserequiredor strongly preferred. Minimum of five years of public accounting experience with substantial focus on fiduciary income tax and transfer tax matters. Demonstrated experience with trusts, estates, fiduciary accounting concepts, estate tax returns, gift tax returns, and wealth transfer planning. Working knowledge of estate and trust administration procedures, fiduciary accounting principles, and probate processes. Strong research, analytical, and problem-solving skills. Excellent written and verbal communication skills. Proven ability to manage multiple projects and prioritize competing deadlines. Strong technology skills andproficiencywith tax software applications. Ability to collaborate effectively with clients, attorneys, wealth managers, and internal professionals. Health insurance dental insurance vision insurance an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements) group term life insurance disability insurance flexible spending accounts a flexible time off and paid leave program #J-18808-Ljbffr