Trust and Estate Tax Manager/Director
Innovative CPA Group LLC
Trust and Estate Tax Manager/Director – Offices in Shelton, Hamden, Bethel, Ridgefield & Norwalk, CTThe Innovative CPA Group is looking for a Trust and Estate Tax Manager/Director to join our CPA firm. The Innovative CPA Group is an employee-centric firm comprised of experienced tax and accounting professionals. We have successfully built a culture of empowerment, accountability, and wide-ranging expertise. We are also truly innovative in that we leverage the latest technology to streamline our workflow, thereby improving the service to our clients. This role has Partnership track potential.Essential Responsibilities:Manage, prepare, and review complex estate, trust, and gift tax returnsPerform tax and accounting research with the aid of research tools and communicate with partners and/or clientsUnderstand complex estate and trust administration, including probate filings, probate accountings, and reviewing federal and state estate tax returnsDraft and review responses to tax notices from various federal and state tax agenciesWhat You'll Bring:7+ years of experience with estate and trust administrationBachelor's or Master's Degree in Accounting or relevant field requiredCPA license is a plusExperience with CCH programs is a plusKnowledge of QuickBooks, Microsoft Office Programs, etc.Professional and effective oral and written communication skills and interpersonal abilitiesStrong leadership skills with the ability to work well within a team environmentIntegrity, accountability, and confidentialityExcellent analytical, organizational skills, and attention to detailPositive attitude, strong work ethic, and collaborative spiritWhat You'll Love About Us:Competitive compensation, commensurate with experience.401(k) plan with employer match.Paid health insurance for Employees with dependent/spouse coverage at employee cost.4 weeks of vacationOnsite gym membership (Shelton location)Great work environmentFlexible work hoursOpportunity for hybrid scheduleBusiness casual attire
$175k - $305k
...Dalio Family Office’s Tax Department seeks a Senior Tax Manager in Westport, CT, focused on trust and related UHNW tax compliance and planning. You will own tax compliance for assigned entities, review third‑party returns, manage external advisor budgets, and support audits...SuggestedWork at office$175k - $305k
...Dalio Family Office’s Tax Department is hiring a Senior Tax Manager focused on trust and related UHNW tax compliance/planning in Westport, CT. The seat owns tax compliance... ...Liaise with lawyers, trustees, accountants, real estate brokers and other advisors on family-directed...SuggestedWork at office$140k - $220k
...Tax Manager | Family-Owned CPA Firm | Norwalk, CT (Hybrid) | $140K to $220K Base + Bonus Send resume to ****@*****.***... ...sized businesses, high net worth individuals and families, and trusts and estates. It’s the kind of place where leadership is accessible,...Suggested$165k
...BGM Tax Professional OpportunityBGM offers entrepreneurs, business owners, organizations... ...for an experienced Senior Tax Manager who is ready for greater responsibility and... ...significant book of business while serving as a trusted advisor to clientsReview complex multi-state...SuggestedWork at officeLocal areaImmediate startWork from homeFlexible hours$32.5 - $36 per hour
...States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community... ...- Retail Expert, you will serve as a trusted advisor, empowering customers to achieve... ...-paced environment independently while managing multiple priorities. \n Proficient with...SuggestedLocal area$32.5 - $36 per hour
...States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community... ...- Retail Expert, you will serve as a trusted advisor, empowering customers to achieve... ...-paced environment independently while managing multiple priorities. \n Proficient with...Local area- ...Position: Tax Manager Location/Work Schedule: Ridgefield, CT (Hybrid) Comp: 125-165K (DOE) + Bonus Benefits: Medical/Dental/Vision,... ...with tax compliance on individual, corporate, partnership and trust returns. Essential Functions: Review complex corporate,...Weekly payFull timeTemporary workSummer workCasual workLocal areaFlexible hours
$200k
...Senior Tax Manager | Single Family Office | Up to $200K Base Salary & $250K Total Comp A highly sophisticated, multi-billion... ...created leadership role that sits at the intersection of tax, estate planning, trusts, and family office operations, offering far more strategic...Full timeWork at officeRelocation3 days per week$130k - $160k
..., Connecticut, where you will manage a diverse client portfolio, lead... ...federal, state, and local tax compliance for partnerships, S... ..., high-net-worth individuals, trusts, and estatesAct as the primary... ...haveSpecialized experience in real estate, professional services, or...Full timeWork at officeLocal areaRemote workFlexible hours$120k - $160k
Tax ManagerLocation: Fairfield, CT (Hybrid) Salary:$120,000 - $1... ...three decades, we have served as trusted advisors to high-net-worth... ...proficient and strategic Tax Manager to lead client engagements. This... ...Provide counsel on wealth transfer, estate planning, and charitable...Work at office$100k - $135k
...Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the... ...fostering long-term relationships built on trust and integrity. We serve a diverse client... ...for you!We are seeking an experienced Tax Manager to join our growing Not-for-Profit practice...Full timeLocal area3 days per week$100k - $135k
...Davies is a top-ranked accounting, tax, and advisory firm with... ...long-term relationships built on trust and integrity. We serve a... ...are seeking an experienced Tax Manager to join our Professional Services... ...Collaborate with partners and directors on client deliverables and strategic...Full timeWork at officeLocal area3 days per week$146k - $200k
...StatesSchedule: Full timePosted: 2026-09-21Job Summary:The Senior Tax Manager is responsible for providing tax and consulting services to... ...the business owners’ individual returns, which may include estates, trusts and charitable entitiesManages client engagements,...Work at office$105.38k - $215.38k
Position Summary Are you a tax professional who enjoys building trusted relationships with high-net-worth individuals, families, and their advisors... ...gifts, trusts, or wealth transfer? If so, this Tax Manager opportunity within Deloitte Tax may be a strong fit. Recruiting...Work at officeLocal area$124k - $335k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and... ...and deliver sustained outcomes. As a Senior Manager you are expected to lead large projects and... ...Experience in supervising teams to foster trust- Proven ability to provide timely feedback...Full timeH1b- ...Tax Senior Manager – Private Client Services / UHNW Location: New York Metro Work Arrangement... ...tax affairs span personal wealth, trusts, investments, partnerships, closely held... ...position provides a strong platform toward Director and Partner-level leadership. The...Full timePrivate practiceWork at office3 days per week
- ...Tax Manager – Private Client Services Location: Stamford, CT Work... ...the opportunity to become a trusted advisor to clients across both... ...Corporations. Trusts and estates. Fiduciary structures.... ...progression toward Senior Manager, Director and ultimately Partner-level...Full timeFor contractorsInterim rolePrivate practiceWork at office3 days per week
$99k - $266k
...of business advisory needs such as audit, tax compliance, and planning to help improve... ...the team focus on key issues like wealth management, compliance, cash flow management, equity... ...and budgets- Supervising teams to foster trust and innovation- Coaching staff with meaningful...Full timeContract workH1b$100k - $135k
...is a top-ranked accounting, tax, and advisory firm with offices... ...-term relationships built on trust and integrity. We serve a... ...for you!We are seeking a Tax Manager or Director to join our growing Private Client... ..., S-corporations, trusts, estates, and gift tax returns.Provide...Full timePrivate practiceLocal area3 days per week- ...well as other people with complicated tax and financial structures. The Private... ...is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable... ..., and life insurance planning.A Tax Manager, Private Client Services is responsible...Private practiceWork at office
- IntroductionAt Gallagher Benefit Services, you’re a trusted partner to organizations navigating some... ...for a Payroll & HR Technology Manager. While this role is not currently open, we... ...HRIS Technology Vendor Transitions, Payroll Tax Amendments, Payroll Tax Compliance and...Local area
$135k - $165k
...BookingHoldings.com and follow us on X @BookingHoldings. This role is eligible for our hybrid work model: Two days in-office. The Indirect Tax Manager, B2B will have the unique opportunity to work in the U.S. for our business-to-business (B2B) business unit. You will be part of a...Work at officeLocal areaShift work$32.5 - $36 per hour
...States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community... ...- Retail Expert, you will serve as a trusted advisor, empowering customers to achieve... ...-paced environment independently while managing multiple priorities. Proficient with technology...Local area$32.5 - $36 per hour
...States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community... ...- Retail Expert, you will serve as a trusted advisor, empowering customers to achieve... ...-paced environment independently while managing multiple priorities. Proficient with technology...Local area$27 - $41 per hour
...States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community... ...Service Expert, you will serve as a trusted advisor, empowering customers to achieve... ...-paced environment independently while managing multiple priorities. Proficient with technology...Work at officeLocal areaMonday to Friday$32.5 - $36 per hour
...States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community... ...- Retail Expert, you will serve as a trusted advisor, empowering customers to achieve... ...-paced environment independently while managing multiple priorities. Proficient with technology...Local area- ...Booking Holdings is seeking a Direct Tax Manager, B2B to shape and lead global Direct tax advisory for its fast-growing B2B unit. You’ll work with Product, Commercial, Legal and Finance to design tax solutions, manage projects end-to-end, and drive scalable, compliant...Work at office
- ...899/*generated inline style */ Department Tax /*generated inline style */ Location(s) Hartford... ...helps organizations optimize performance, manage risk, and maximize value through... ...mission to create opportunity, value, and trust for our clients, our people, and our communities...Local areaFlexible hours3 days per week
$150k - $200k
...Overview A multi-strategy, multi-manager hedge is looking to appoint a Tax Manager to join its New York or Norwalk offices. The Tax team manages... ...affairs of the firm’s principals and their related trusts, estates, and personal investment entities. Working under the...Work at officeLocal area$150k - $185k
...a high-impact Private Client Tax team where you'll advise ultra... ...relationships while acting as a trusted business partner. Review... ...individual, partnership, trust, estate, gift, and related entity tax... ...Work closely with fund CFOs and management companies regarding tax...Local areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Trust and Estate Tax Manager/Director. Be the first to apply!





