Trust & Estate Tax Manager - Public
Robert Half
We are looking for an accomplished Trust & Estate Tax Manager to support a growing public accounting practice in Grand Rapids, Michigan. This position focuses on advising high-net-worth individuals, families, fiduciaries, and related entities on complex tax matters involving trusts, estates, gifts, and individual income tax. The role offers the opportunity to lead sophisticated engagements, strengthen client relationships, and guide team members in delivering accurate, timely, and strategic tax services.Responsibilities:• Lead fiduciary, estate, gift, and individual tax engagements from initial planning through final submission, ensuring work is completed accurately and on schedule.• Examine complex federal, state, and local filings, including trust, estate, and gift tax returns, and confirm compliance with current tax rules.• Counsel clients on matters involving fiduciary taxation, wealth transfer planning, charitable strategies, and estate administration considerations.• Investigate technical tax questions related to trusts, estates, and privately held entities, and develop practical recommendations for resolution.• Partner with colleagues across office locations and service areas to provide a consistent, high-quality client experience.• Oversee staff assignments, review completed work, and provide coaching that supports technical growth and career development.• Direct engagement workflow by managing timelines, budgets, staffing needs, and overall project execution.• Identify planning opportunities that may reduce tax exposure and help clients respond effectively to evolving tax legislation.• Contribute to business development efforts by expanding client relationships, recognizing additional service opportunities, and supporting practice growth.• Promote adherence to industry standards, regulatory requirements, and internal quality expectations in all client engagements.
- We are looking for an experienced Tax Manager to join a public accounting team serving clients in Grand Rapids, Michigan. This role is ideal for... ...quality advisory support, and contribute to firm growth through trusted client relationships and community involvement....SuggestedLocal area
- We are looking for an accomplished International Tax Manager to join a growing public accounting team in Grand Rapids, Lansing, Ann Arbor, Detroit... ...involving foreign entities, individuals, trusts, and estates.• Provide guidance on international structuring matters...Suggested
- We are looking for an experienced Tax Manager to join our team in Grand Rapids, Michigan. This role is ideal for a detail-oriented individual... ...ability to handle complex tax scenarios, including business, trust, estate, and nonprofit returns. You will play a key role in managing...SuggestedSeasonal workLocal area
- ...the primary resource overseeing advanced trust tax operations for Plante Moran Trust (PMT) tax... ...and funding, and tax planning.Manage and implement PMT tax requirements, including... ...with wealth management tax/trust teams and estate tax reviews.Capacity to manage peak workloads...SuggestedFlexible hours
- We are looking for an experienced State and Local Tax Senior Manager to join a public accounting team serving clients in Grand Rapids Lansing, Ann Arbor, Detroit, or Troy, Michigan. This role focuses on guiding organizations through complex state and local tax matters,...SuggestedLocal area
- ...Director of Trust and Estate Tax Services Grand Rapids, MI Job Opportunity: Director of Trust and Estate Tax Services Who we are... ...services that meet those needs with support from your firm management team. Design the seats on your team with defined roles and...Work at office
- ...are looking for an experienced Senior Audit & Assurance Manager to lead complex public accounting engagements and strengthen client relationships... ...accuracy, and adherence to established standards.• Build trusted partnerships with clients by delivering responsive service...Local area
- ...Job Title: Tax Senior Manager Location: Grand Rapids | Employment Type: Full... ...mentor staff and serve as a trusted advisor to our clients.... ...C corporations, trusts, and estates · Serve as primary point of... ...related field · 8+ years of public accounting tax experience, with...Full timeFlexible hours
$120k - $170k
...Tax Manager (Individuals & Trusts) w/ Family Office - Grand Rapids, MI Compensation: $120,000 - $170,000... ...in individual (1040), trust, gift, estate, tax compliance and consulting.... ...to take their career beyond tradition public accounting and join an established close...Full timeWork at officeWork from homeRelocation package$105k - $125k
...accounting firm offering expert tax planning, preparation,... ...maximize deductions, plan for estate or trust obligations, and resolve issues... ...Details We are seeking a Tax Manager to join our team. This role will... ...required. 5+ years of public accounting tax experience, including...Local area- ...Tax Senior Manager – Business & Individual Tax Location: Grand Rapids Working Arrangement... ...recent tax compliance experience. Public accounting experience preferred. CPA... ...client deadlines. Experience with trusts, estates, gift tax, not-for-profit organizations...Full timeRemote workRelocationFlexible hours
$105.38k - $215.38k
Position Summary Are you a tax professional who enjoys building trusted relationships with high-net-worth individuals... ...wealth transfer? If so, this Tax Manager opportunity within Deloitte Tax may... ...under the rules and regulations of public accounting. All qualified...Work at officeLocal area- ...firm offering best-in-class tax, accounting, transaction advisory... ..., experienced Senior Tax Manager to support our growing tax practice... ...and at least ten years' public accounting experience. Key Responsibilities... ...business, individual, trust, estate, and multi-state tax returns;...Work at officeLocal area
- ...experience in a wide range of tax return preparation with the... ...tax, personal property tax, trust, estate, and nonprofit tax returns are... ...person will be responsible for managing client tax engagements and... ...license 8+ years of recent public accounting experience Knowledge...Local area
$27 - $41 per hour
...This unique opportunity combines tax expertise, entrepreneurial... ...Service Expert, you will serve as a trusted advisor, empowering customers... ...Agent), CPA (Certified Public Accountant), or Practicing Attorney... ...independently while managing multiple priorities. \n Proficient...Work at officeLocal areaMonday to Friday- ...other people with complicated tax and financial structures.... ...in all aspects of estate, income, gift, and trust tax consulting and compliance... ...insurance planning.A Tax Senior Manager, Private Client Services (PCS... ...working in public accounting, preferredLicense...Private practiceWork at office
- ...International Tax ManagerA highly respected and growing public accounting firm is looking to add an International Tax Manager to their team. This is a great opportunity... ..., individuals, trusts, and estatesAdvise clients... ...on cross-border estate, gift, and trust mattersWork...
- ...We are looking for a Senior Tax Manager (8+ years experience) to join... ...many different aspects of the public accounting profession including... ..., corporations, and trusts Understanding of U.S. GAAP... ...Corporations, Partnerships, Trusts, Estates, Non-profits, Individuals and...Temporary workFlexible hours
$125k - $145k
...timePosted: 2026-10-06Job Summary: As part of Corporate Finance, the Tax Manager, Provision & Federal Taxes joins an expanding team focused on... ..., preferredExperienceSix (6) or more years of experience in public accounting tax team or a corporate tax department,...Work at officeLocal area$100.35k - $205k
...a part of the largest growth area in the tax industry? Do you have experience serving... ...an exciting opportunity for you as a Tax Manager on our growing team! Recruiting for this... ...other business-related field8+ years of public accounting experience (at least 6 years in...Work at officeLocal areaVisa sponsorship$100.35k - $205k
...Do you have a passion for income tax provisions and tax accounting? Do you enjoy... ...May 31, 2027. Work you’ll do As a NTAG Tax Manager, you will:Lead engagement teams and work... ...clients under the rules and regulations of public accounting. All qualified applicants will...Work at officeLocal area2 days per week3 days per week- ...Join us.Overview:We are seeking a dynamic and experienced Senior Manager to join our Housing and Community Development practice. This... ...strategic thinker and hands-on leader with deep expertise in Historic Tax Credits (HTC) and New Markets Tax Credits (NMTC). Experience...Remote workFlexible hours
- ...Tax ManagerEHTC is seeking a Tax Manager to join our Tax Practice. This role is responsible for managing tax compliance... ...owners.The Tax Manager serves as a trusted advisor to clients while overseeing... ...of progressive tax experience in public accounting, consulting,...Local area
- ...genuinely enjoy. Your role: Be more than “the tax person” and proactively interact with client management to make business and tax recommendations Create... ...licensed CPA or EA ~5+ years’ experience in a public accounting environment ~ Familiarity with Ultra...
$114k - $135k
...Tax Manager — Grand Rapids, MIPay: $114,000 – $135,000 + bonus potential Join a well-respected regional CPA and advisory firm known for... ...support business developmentWhat you bring:CPA required6+ years public accounting tax experienceStrong pass-through entity and...Summer workFlexible hours$160k - $185k
...Title: Tax Manager, Mutual Funds Company: Investment Management / Asset Management... ...investor relations, business development, real estate, fund accounting, legal, and compliance... ...services industry and/or Big Four public accounting background required ~ Strong...For contractorsRemote work$110.7k - $226.13k
Position Summary Join Deloitte Tax LLP’s Global Employer Services practice as a Tax Manager, Equity Operations, where you will advise clients on how to optimize... ...active accreditations: Licensed Certified Public Accountant (CPA) in state of practice/primary officeIf...Local areaVisa sponsorship$110.7k - $226.13k
...stakes business decisions? Join Deloitte Tax LLP’s Global Employer Services (GES) Rewards... ..., 2027. Work you'll do As a Deloitte Tax Manager on the Global Employer Services, Rewards... ...accreditations: Licensed Certified Public Accountant (CPA) in state of practice/primary...Local areaVisa sponsorship- ...Full timePosted: 2026-03-09Closes: 2027-03-09Job Summary:The Tax Manager, Core Tax Services is responsible for advising clients on the... ...Five (5) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional...Work at officeLocal area
- Build Trusted Relationships. Deliver Creative Solutions. Create Value. At Stonehenge... ...financial and business expertise. As a growing public accounting firm, we are committed to... .... We are seeking an experienced Tax Senior Manager to provide technical leadership, oversee...Full timeLocal areaFlexible hours
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