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 14 days ago
Similar jobs that could be interesting for youBased on the Tax Manager - Estate & Trust in New York, NY vacancy
$148.75k - $201.25k
DescriptionA Kforce client, a premier, well respected New York City based CPA firm is seeking a Senior Tax Manager - Estate and Trusts.Summary:You will work with outstanding clients in all aspects of tax compliance and planning as it relates to estates and trusts. This...Suggested$110k - $210k
...You - that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax... ...as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our office locations, you'll work alongside...SuggestedFull timeWork at officeLocal areaRemote work- ...we all share.HSBC Private Banking ’s Trust & Fiduciary Services team supports complex... ...role leads end-to-end fiduciary tax compliance across trusts, estates, charities and related vehicles—... ...clients.As our Senior Fiduciary Tax Manager, you will:Own the fiduciary tax compliance...Suggested
$95.4k - $180.4k
...and that’s why there’s nowhere like RSM.We are seeking a Tax Manager for our Real Estate group. We serve a broad array of real estate owners, developers... ..., private equity firms, REITs (Real Estate Investment Trusts), and brokerage companies. Our people work on key client...SuggestedFull timeWork experience placementInternshipLocal area$160k - $235k
Our client is a public accounting firm. They seek a Tax Senior Manager, Real Estate, to join their Manhattan, NY office.ResponsibilitiesLead and oversee... ...and maintain strong client relationships, serving as a trusted advisor and escalation point while partnering closely...SuggestedWork at officeLocal areaRemote work$200k - $250k
...client is a public accounting firm. They seek a Tax Senior Manager to join their Manhattan, NY office.ResponsibilitiesServe... ...aligned with client objectivesInterpret estate planning instruments, including wills and trust agreements, to determine tax implicationsAssess client...Work at officeLocal areaRemote work$100.35k - $205k
...strategic and creative federal tax professional who likes solving... ...have experience serving real estate owners and operators? Are you... ...methodologies, and Real Estate Investment Trust qualification rules? Are you... ...Tax practice as a Tax Manager. What You’ll Do Deloitte Tax...Work at officeLocal areaWorldwide2 days per week3 days per week$140k - $180k
Our client is a public accounting firm. They seek a Tax Manager, Real Estate to join their Manhattan, NY office.ResponsibilitiesManage and review... ...and maintain strong client relationships, serving as a trusted advisorRequirementsBachelor’s degree in Accounting, Finance...Work at officeLocal areaRemote work- ...the autonomy to reach your goals.EisnerAmper is seeking a manager to expand our Real Estate Tax practice. Our Real Estate Tax practice serves a wide... ...the firm, EisnerAmper’s Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates...Full timeWork at officeLocal area
- ...successful candidate will be responsible for managing various aspects of tax compliance and client relations within the real estate sector. Responsibilities Prepare tax... ...Experience with ProSystem Tax or OneSource Trust Tax a plus. Extensive 1040 experience highly...Hourly pay
WhiteCap Search
New York, NY1 day ago $126.5k - $166.3k
...Tax Manager - Real EstateSkip to main contentWe use cookies to enable necessary site functionality... ...Privacy Policy.#Tax Manager - Real Estate page is loaded## Tax Manager - Real... ...you serve* ## You can see yourself as a trusted business advisor, working face-to-face with...Local areaWorldwideBaker Tilly International
New York, NY3 days ago$126.5k - $166.3k
...Tax Manager in the Real Estate Sector Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability... ...to the clients you serve You can see yourself as a trusted business advisor, working face-to-face with clients to...Local areaBaker Tilly
New York, NY3 days ago$133.1k - $295.67k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...multinational global private equity real estate investments, including with respect to... ...Oversee engagement process and other risk management activities; lead teams of tax professionals...Full timeLocal areaKPMG
New York, NYa month ago- ...Job Description Job Description Tax Director- Trust & Estate New York, NY or Woodcliff, NJ | Hybrid This is an opportunity for a seasoned Trust & Estate professional to take on a meaningful leadership role while continuing to work directly with sophisticated...Work at office3 days per week
Spartan Placements, LLC
New York, NY13 days ago $160k - $220k
...Job Description Job Description Title: Tax Senior Manager, Real Estate Department: Real Estate Tax Supervises: Tax Managers... ...leadership presence, and the ability to serve as a trusted advisor to clients and internal teams. RESPONSIBILITIES...Full timeWork at officeLocal areaAnchin
New York, NY5 days ago- ...Firm Are you an experienced tax professional looking to take the... ...investing heavily in its Real Estate practice? We're partnering... ...looking to appoint a Senior Tax Manager to join its Commercial Real Estate... ...engagements while acting as a trusted advisor to owners, developers,...
$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...Work experience placementSummer holidayFlexible hours$147.4k - $336.8k
...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... ...join our dynamic FSO team!Handling tax in such a large, sophisticated organization...Summer holidayFlexible hours$104.6k - $191.6k
...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...Summer holidayWork at officeFlexible hours$125k - $191k
...more about our services, industry experience and culture at weaver.com. Position Profile Weaver is looking for a Tax Manager with Real Estate experience to join our growing firm. A Real Estate Tax Manager provides federal tax compliance and planning services to...Immediate startFlexible hoursWeaver
New York, NY2 days ago$100k - $150k
...Davies is a top-ranked accounting, tax, and advisory firm with... ...long-term relationships built on trust and integrity. We serve a... ...Director to join our growing Trust & Estate practice. This role provides... ...and develop staff and managers; provide technical guidance and...Full timeLocal area$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...H1bLocal areaPwC
New York, NY1 day ago- The Global Head of Trusts & Estates is responsible for client delivery, fiduciary governance, talent... ...: the ability to navigate trust and tax considerations across jurisdictions,... ...fiduciary leaders, Wealth Planning, Fiduciary Management, Legal, Compliance, Risk, Operations,...Local area
- ...growing public accounting and advisory firm is seeking a Tax Manager to support a diverse portfolio of real estate clients. This role will focus on tax compliance,... ...transactions and structuring, and serve as a trusted advisor to clients. This position offers a blend of...Local area
$120k - $130k
Job Description Experience Mid Level Salary $120,000 - $130,000 per year Job Details Seeking a Real Estate Tax Manager to service as main point of contact for assigned clients. You will support complex real estate partnership tax engagements in a client facing environment...Remote job$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...Flexible hours$125k - $191k
...truly care about the well‑being of all our employees and encourage them to pursue their ambitions. Position Profile A Real Estate Tax Manager provides federal tax compliance and planning services to Weaver’s Real Estate clients. They develop advanced knowledge in this...Flexible hours$132.7k - $303.2k
...Your Key Responsibilities Serve as the Tax Functional Leader across compliance, advisory... ..., developing internal team members, and managing the functional efforts of such tax... ...timely and accurately completed. Serve as a trusted advisor and role model across multiple teams...Work experience placementSummer holidayFlexible hours- About The Role Title: Tax Manager, Real Estate Department: Real Estate Tax Supervises: Supervisors and below Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long...Full time
$111.8k - $169.8k
...Responsibilities Review and coordinate the preparation of tax returns for real estate investment funds, REITs, partnerships, and related investment... ...entities and prepare memorandums supporting conclusions. Manage client engagements by coordinating resources, monitoring...Contract workLocal areaFlexible hours
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 manager public accounting New York, NY
- state tax manager New York, NY
- international tax director New York, NY
- indirect tax manager New York, NY
- hedge fund private equity tax manager New York, NY
- sr tax manager New York, NY
- sales & use tax manager New York, NY
- property tax manager New York, NY
- remote tax manager New York, NY
- tax manager cpa New York, NY