Tax Manager - Estate & Trust

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.