Tax Manager - Estate & Trust
$130k - $160kBenaiah Consulting Group. LLC
Job Description
Job Description
Trust & Estate Tax Manager | 100% Remote
$130-160K Base + Bonus + 100% Employer-Paid Benefits
Are you a seasoned tax professional with a focus in the Trust & Estate areas of personal HNW/UHNW tax and are looking to make a significant impact, keep reading.
Our client, a well-established CPA consulting, advisory and tax planning firm is looking for a Trust & Estate Tax Manager to take ownership of a complex, high-net-worth client portfolio. This is a fully remote role with real technical depth and direct client responsibility.
The Work
You will lead tax planning and compliance for HNW and UHNW individuals, families, and entities. That includes:
- Designing and implementing comprehensive tax planning strategies across personal, fiduciary, estate, and gift tax
- Structuring trust instruments to support wealth transfer goals and minimize tax exposure
- Overseeing preparation and review of complex returns - personal, fiduciary (1041), estate (706), and gift (709)
- Conducting technical tax research and resolving complex issues
- Serving as a primary relationship holder with clients - not just a reviewer in the background
This is a client-facing leadership role. You will be visible, trusted, and accountable.
What You Bring
- 4+ years in tax planning, with meaningful time spent on trust, estate, and HNW work
- Background in a CPA firm, wealth management firm, or law firm - you understand the client profile
- Strong technical command of tax laws and a desire to continue your personal and professional development and growth.
- CPA, JD, or EA required
- The ability to communicate complex concepts clearly to clients who are smart but not tax professionals
- A track record of mentoring staff and building toward results
The Firm
This is a firm with 30+ years of history in its market and a reputation built on client relationships, not volume. The culture is collaborative and people-focused. They have invested in building a successful remote infrastructure, and flexibility is genuine, not performative.
This role is built for someone who wants to do sophisticated work, work with quality clients, and grow without relocating.
To Be Considered
Submit your resume ASAP. Qualified candidates will be contacted directly.
Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Tax Manager - Estate & Trust in Rochester, NY vacancy
$99k - $266k
...The Opportunity As a Financial Services Tax - Real Estate Manager, you will play a pivotal role within our Tax practice, advising clients on... ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until...SuggestedH1bLocal areaPwC
Rochester, NY21 hours ago$147.4k - $336.8k
Location: Anywhere in Country Real Estate Tax Senior Manager Our tax function is constantly evolving. This role involves leading tax planning projects... ...current market trends and maintain credibility as a trusted advisor. Build client relationships and demonstrate deep industry...SuggestedFlexible hours$132.7k - $303.2k
...and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our... ...in which financial institutions are trusted and flourish, and the global economy... ...of professionals providing dedicated tax technical services to both US and...SuggestedWork experience placementSummer holidayFlexible hours$82.5k - $87k
...Plus! Job Description: Withum's Tax Services Group is made up of a brilliant team... ...Client services. As a Tax Manager based out of our Rochester, NY office, you... ...your time: Reviewing individual, trust, partnership and corporate tax returns prepares...SuggestedWork at officeLocal areaWithum
Rochester, NY2 days ago- ...We are seeking an experienced Tax Manager to join our growing public accounting team... ...individual, partnership, corporate, and trust tax returns ~ Manage multiple client... ...Experience Construction, Real Estate, Manufacturing, Healthcare, Nonprofit, or...SuggestedFlexible hours
gpac
Rochester, NY3 days ago $147.4k - $336.8k
...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead tax planning projects and provide expert advice across various sectors. The ideal candidate will have 7-10 years of experience in real estate tax, strong leadership skills, and the ability to build...Flexible hoursErnst & Young Oman
Rochester, NY3 days ago$124k - $335k
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior... ...As a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal... ...clients and stakeholders to foster trust and collaboration - Coaching and mentoring...Full timeH1bLocal area$73.5k - $212.28k
...Sector Not Applicable Specialism IFS - Finance Management Level Manager Job Description & Summary At PwC, our people in tax services focus on providing advice and... ...factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted...H1bLocal areaPwC
Rochester, NY4 days ago$95k - $130k
...Tax Manager/Senior Manager We are looking for dynamic Tax professionals to join our growing team. We offer tremendous growth and development... ...on the manufacturing and distribution, construction and real estate, professional services and non-profit sectors. Our practice...Work at officeLocal areaImmediate startRemote workInsero Advisors
Rochester, NY4 days ago- ...BCG Attorney Search is seeking a State & Local Tax Senior Associate in Rochester, NY. The selected candidate will provide strategic advice and representation in state and local tax matters, requiring extensive knowledge and experience. This role involves advising clients...Local area
BCG Attorney Search
Rochester, NY4 days ago $100k - $120k
...businesses with strategic advice for over 40 years. Whether traditional Tax and Audit, Client Accounting Advisory Services, Business... ...preparing and filing state and federal tax documents. In addition, tax managers develop tax strategies and policies that help the client or...Temporary workLocal area$110k - $145k
...financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We... ...and sign tax returns for high-net-worth individuals, trusts, and businesses Create quarterly estimates and...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$84.3k - $173.3k
...Recruiting for this role ends 8/31/26.Work you’ll doAs an A&A Growth Manager, you will work closely with local leaders to analyze the market... ...drive accountability and progress, and track action items.Be a trusted advisor to the office and growth leaders in your market(s) and...Work at officeLocal area$55k - $151.47k
...OpportunityAs a PwC Internal Partnership Tax Team - Mobility Senior Associate, you will... ...meaningful client relationships and managing expectationsTravel RequirementsUp to 20%Job... ...factors thoughtfully to establish a secure and trusted workplace for all.Applications will be...Full timeH1bLocal area$124k - $335k
...Industry/Sector Not Applicable Specialism General Tax Consulting Management Level Senior Manager Job Description & Summary At PwC,... ...level to drive project success. You are also expected to build trust with multi-level teams and stakeholders through open and...Full timeH1b- ...Doeren Mayhew is seeking a Tax Associate to join our Rochester,... ...construction, dealership, real estate, wholesale and distribution, retail... ...C‑Corp, S‑Corp, partnerships, trust, estate, etc. for clients in a... ...with team and clients to manage expectations, deadlines, and deliverables...Work at office
Doeren hew
Rochester, NY2 days ago - Doeren Mayhew in Rochester, NY is seeking a Tax Associate to join our tax team. You will assist with preparing various tax returns... ...as you work on individuals, C-Corp, S-Corp, partnerships, trusts and estates, with opportunities for continuing education and CPA path...
Doeren Mayhew
Rochester, NY4 days ago $88k - $100k
...Doeren Mayhew is the 37th largest U.S. tax, assurance and advisory firm headquartered in Troy, Michigan with over 25 offices across... ...join a rising firm that is consistently named among the 50 best-managed firms in the nation, this is the firm for you. The Tax Supervisor...Doeren Mayhew
Rochester, NY3 days ago- ...happened. Done well, Accounting becomes a trusted business partner — creating accuracy,... ...accounting Financial statement preparation and management reporting Internal controls, procedures,... ...practices Audit preparation and support Tax and compliance support Process...
- ...Prepares, Reviews, and Sign individual, business, and other types of tax returns for clients in various types of entities and industries.... ...those solutions to the engagement team and client. Manages client relationships by monitoring client needs and building value...Local areaVisa sponsorship
Colorado Railroad Museum
Spencerport, NY1 day ago - ...career paths to explore. About the Role: As a Supervisor on the Tax team, you will be responsible for providing strategic guidance... ...delivery. The Tax Supervisor is responsible for oversight and management of the tax reporting, tax planning and compliance function. What...Work at officeLocal areaFlexible hours
EFPR, a Springline company
Rochester, NY21 hours ago - ...Ernst & Young Oman is seeking a Tax Functional Leader to oversee compliance and advisory services for clients. The ideal candidate... ...expertise in tax law. Responsibilities include leading a large team, managing tax delivery processes, and ensuring timely conclusions of...
Ernst & Young Oman
Rochester, NY4 days ago $65k - $85k
...Tax Supervisor At FustCharles LLP, we're committed to developing leaders who thrive in a collaborative, high-performing environment... ...Tax Supervisor to join our growing team. In this role, you'll manage projects, support client relationships, and mentor junior team members...Summer workWork at officeFlexible hoursFustcharles
Rochester, NY4 days ago$21 - $26 per hour
...customers. Our ultimate goal is to become the trusted authority and leading partner for state... ...facet of our customers reporting and tax filings through education and innovative,... ...with all surplus lines tax filings Manage multiple priorities in a high-volume position...Full timeRemote workInsCipher
Rochester, NY2 days ago$110k - $125k
...$110,000 - $125,000Key Responsibilities:Develop and recommend major corporate accounting strategies, objectives, and policies to management. Establish, document, and maintain standard accounting policies, procedures, and internal controls for all finance and accounting...$104.6k - $217.8k
...and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our... ...in which financial institutions are trusted and flourish, and the global economy... ...Engine) practice provides specialized tax technical services to U.S. and...Full timeSummer holidayLocal areaFlexible hours$150k
...Industry/Sector Not Applicable Specialism General Tax Consulting Management Level Director Job Description & Summary The Opportunity... ...these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the...Full timeH1b- ...Job Description Job Description Tax Manager – Public Accounting | Hybrid or Remote Overview: A top-tier public accounting firm is hiring an experienced Tax Manager to help lead its growing tax practice. This is an opportunity to join a values-driven organization...Local areaRemote workFlexible hours
$115k
...You'll be responsible for maintaining accurate financial records, managing month-end and year-end close processes, and delivering... ...decisions Ensure compliance with applicable accounting standards, tax regulations, and audit requirements Identify process improvement...Work at officeWorldwideRotork
Rochester, NY4 days ago$69k - $85k
...with the highest quality audit, tax, financial consulting,... ...experienced senior accountants and managers with CPA or equivalent licensing... ...and consulting Cultivating trusted relationships with clients and... ...benefit plans, and/or real estate where you can grow your expertise...Full timeWork at officeLocal areaImmediate startRemote workWork from homeMonday to FridayFlexible hoursDeJoy & Co. CPAs, LLP
Rochester, NY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Manager - Estate & Trust. Be the first to apply!
Related searches
- tax director Rochester, NY
- state tax manager Rochester, NY
- tax manager Rochester, NY
- hedge fund private equity tax manager Rochester, NY
- tax manager public accounting Rochester, NY
- real estate accounting manager Rochester, NY
- tax law Rochester, NY
- property tax Rochester, NY
- tax compliance Rochester, NY
- sales tax Rochester, NY