Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Manager - Estate & Trust

$130k - $160k

Benaiah 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 Dallas, TX vacancy
  • $100k - $125k

     ...Overview: The Bonadio Group is seeking an experienced trust and estate tax professional to help expand our fiduciary, estate, and gift tax...  ...Wealth tax offering over time. Responsibilities : ~ Manage or lead complex fiduciary income tax, estate tax, gift tax,... 
    Suggested
    Full time
    Summer work
    Work at office
    Immediate start
    Monday to Friday
    Monday to Thursday
    Flexible hours

    Bonadio

    Syracuse, NY
    3 days ago
  • $95.4k - $180.4k

     ...s why there's nowhere like RSM. Our Real Estate practice serves a range of clients including Real Estate Investment Trusts, Real Estate Private Equity Funds, real estatedevelopersand...  ...their first building. We are seeking a Tax Manager for our Real Estate group. We serve a broad... 
    Suggested
    Work experience placement
    Internship
    Local area

    RSM US LLP

    Dallas, TX
    3 days ago
  •  ...to reach your goals. EisnerAmper is seeking a Senior Manager to expand our Real Estate Tax practice. Our Real Estate Tax practice serves a wide range...  ...the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it... 
    Suggested
    Work at office
    Local area

    EisnerAmper

    Dallas, TX
    3 days ago
  •  ...has grown from a small Texas-based real estate development firm into a multi-billion-dollar...  .... Position Summary: We are seeking a Tax Manager – Real Estate to join our growing team...  ...flowing into tax reporting. Serve as a trusted advisor to executive leadership, providing... 
    Suggested
    Permanent employment
    Work at office
    Local area

    Leon Capital Group

    Dallas, TX
    3 days ago
  • $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... 
    Suggested
    H1b
    Local area

    PwC

    Dallas, TX
    20 hours ago
  • $75k - $90k

     ...designed to support your well-being and professional growth: ?? Medical, Dental & Vision Insurance – Shared cost coverage with pre-tax savings 5 ?? 403(b) Retirement Plan – School contributes ~2% annually based on profitability 5 ?? Tuition Reimbursement – For continuing... 
    Local area
    Remote work

    Jobot

    Dallas, TX
    20 hours ago
  •  ...inline style */ Department Tax /*generated inline style */ Location...  ...career opportunity for a Tax Manager to join our located in our...  ...position will support our Real Estate Industry Group and more...  ...the people who live, work, and trust within their spaces. WHY COHNREZNICK... 
    Local area
    Remote work
    Flexible hours

    CohnReznick

    Dallas, TX
    20 hours ago
  • Crow Holdings is a leading real estate investment and development...  ...has $34 billion in assets under management, one of the largest multifamily...  ...of Estate Planning and Trust Administration will work under...  ...foundation in compliance with tax lawsAssist with structuring and... 
    Full time
    Work at office
    Local area

    Crow Holdings

    Dallas, TX
    1 day ago
  •  ...The firm brings together investment, tax, retirement, estate, and other financial considerations to...  ...SUMMARY: We're currently seeking a Tax Manager for our Folsom, CA, Vancouver, WA or...  ...to prepare and review income, estate/trust and gift tax returns and provide staff... 
    Full time
    Contract work
    Part time
    Internship
    Local area
    Flexible hours

    Allworth Financial

    Dallas, TX
    2 days ago
  • $73.5k - $212.28k

     ...The Opportunity As a Partner Tax Preparation Advisor Manager, you will provide personalized tax planning and compliance services to high-net-worth...  ...Leading and coordinating virtual teams Building trusted client relationships Managing project workflows and budgets... 
    H1b

    PwC

    Dallas, TX
    1 day ago
  • $120k - $165k

     ...Tax Manager - Public Accounting Firm Location: Dallas, TX Work Style: Hybrid or In-Office Opportunities (flexible in-office...  ...Managers to lead engagements, mentor staff, and serve as a trusted advisor to clients. The firm values collaboration, technical excellence... 
    Work at office
    Flexible hours
    3 days per week

    Solid Rock Recruiting LLC

    Dallas, TX
    20 hours ago
  •  ...primarily pass-through entities, with additional work in HNWI, Trusts & Estates, and assurance. Our client base spans real estate,...  ...Details This is an 80% real estate and construction-focused Tax Manager position, with the remaining work spanning pass-through entities... 
    For contractors
    Local area
    Remote work

    Jobot

    Dallas, TX
    1 day ago
  •  ...Job Description Tax Manager, Strategic Private Capital Location: Dallas, TX (Hybrid) Your Role Digital Realty Trust, Inc. (NYSE: DLR) is looking to add a Tax Manager - Strategic...  ...taxation, with a focus on the real estate industry. Working knowledge of and... 
    Interim role
    Local area
    Visa sponsorship

    Digital Realty

    Dallas, TX
    4 days ago
  •  ...Tax Manager - Corporations Opportunity ID 9561 Department Tax Location(s) Dallas State Texas...  ...united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it's... 
    Work experience placement
    Work at office
    Local area
    Flexible hours
    3 days per week

    CohnReznick

    Dallas, TX
    3 days ago
  • $100k - $150k

     ...Income Tax Manager G.A. Rogers & Associates has partnered with our client in Irving as they look for an Income Tax Manager to join their...  ...Able to produce a desired effect by building and maintaining trusting relationships. Actively listens to stakeholders and backs up... 

    G.A. Rogers & Associates

    Irving, TX
    3 days ago
  •  ...Job Description Tax Senior Manager Location: Dallas, Texas Employer: Symbiotic Services (on behalf of a confidential...  ...: C-Corporations andS-Corporations Partnerships Trusts and Estates High-net-worth individuals Multi-state entities... 
    Work at office
    Local area
    Monday to Friday

    Symbiotic Corp.

    Dallas, TX
    20 hours ago
  •  ...About the job Tax Manager Most Tax Manager opportunities mean a bigger book, more returns to review, and more deadlines to manage...  ...: At a lot of firms, making Manager means you're trusted with more work. Here, it means being trusted with more of the... 
    Immediate start

    Talnt LLC

    Dallas, TX
    1 day ago
  • $99k - $266k

     ...applicants Specialty/Competency: Industry Tax Practice Industry/Sector: Not Applicable...  ...leveraging team member’s unique strengths, and managing performance to deliver on client...  ...factors thoughtfully to establish a secure and trusted workplace for all. The salary range for... 
    Full time
    H1b

    PwC

    Dallas, TX
    20 hours ago
  • $125k - $145k

     ...value long term, not to solve short‑term capacity issues. As Tax Manager, you will be a key figure in the delivery of client work. You...  ...strong local reputation across DFW Supportive Partners who trust their Managers and welcome good ideas Sensible workloads with... 
    Full time
    Temporary work
    Local area

    Distinct | North America

    Dallas, TX
    2 days ago
  • $160k - $175k

     ...Senior Tax Manager OpportunityBuild your career at the intersection of technical excellence, trusted client leadership, and meaningful team development. This Senior Tax Manager opportunity is designed for an experienced public accounting professional ready to lead sophisticated... 
    Summer work
    Work at office
    Local area
    Flexible hours
    2 days per week
    3 days per week

    Talnt LLC

    Dallas, TX
    14 hours ago
  •  ...Our client, an innovative and rapidly growing tax technology company, is seeking an experienced Tax Manager (CPA/EA) to join their fully remote team. This...  ...to Have Experience with C-Corps (1120), trusts & estates, and gift tax Exposure to private equity or... 
    Remote work

    Goodwin Recruiting

    Dallas, TX
    3 days ago
  •  ...this leadership role, you will have the opportunity to utilize your technical tax, analytical, operational, management, and client service skills with real estate clients Serve as clients trusted advisor, demonstrates knowledge of industry trends, identify client issues... 

    Sterling Inspired Staffing.

    Dallas, TX
    20 hours ago
  •  ...this job and more exclusive features. We’re looking for a Tax Manager to join a growing, dynamic team that supports a diverse client...  ...Build and maintain long-term client relationships, serving as a trusted tax advisor. Manage engagement planning, workflow... 
    Full time
    Remote work

    Real Deal Talent

    Dallas, TX
    2 days ago
  • $105k - $180.2k

     ...Tax ManagerRanked among the largest accounting and consulting firms in the country...  ...Core Tax Services team is seeking a Tax Manager to support our Dallas, TX market on a hybrid...  ..., C-corps, S-corps, Partnerships, Estates, Trusts, and NFP'sManage team members and review... 
    Work experience placement
    Work at office
    3 days per week

    Cherry Bekaert

    Dallas, TX
    20 hours ago
  •  ...Tax ManagerAllworth Financial is an independent investment financial advisory firm...  ...planning, investment advising, and 401(k) management with a direct approach to financial planning...  ...knowledge to prepare and review income, estate/trust and gift tax returns and provide staff... 
    Full time
    Temporary work
    Local area

    Allworth Financial

    Dallas, TX
    20 hours ago
  •  ...Job Description As the Corporate Tax Manager, you'll be a member of our corporate tax practice and work on business income tax planning...  ..., we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond... 
    Internship
    Seasonal work
    Work at office
    Local area
    Flexible hours
    3 days per week

    Grant Thornton

    Dallas, TX
    2 days ago
  •  ...Job Description Tax Manager An established public accounting firm is seeking an experienced Tax Manager to join its growing...  ...will take ownership of client engagements while serving as a trusted advisor to clients and a leader to developing tax... 
    Flexible hours

    gpac

    Dallas, TX
    1 day ago
  •  ...Corporate Tax Manager – Dallas, TX Join us as a Corporate Tax Manager at Grant Thornton (US). This role is within our corporate tax practice...  ..., we believe in making business more personal and building trust into every result – for our clients and for you. We offer a career... 
    Internship
    Seasonal work
    Work at office
    Local area
    Flexible hours
    2 days per week

    Grant Thornton

    Dallas, TX
    1 day ago
  • $160k - $180k

     ...Senior Tax Manager | Dallas, TX | Hybrid | $160,000 to $180,000 At Senior Manager level, most job ads offer you the same job with a bigger...  ...'re operating well above day to day production. You'll be trusted to use real judgment, keep complex engagements moving, support... 
    Local area

    Distinct | North America

    Dallas, TX
    4 days ago
  •  ...Income Tax LeadGreatAmerica Financial Services is a highly successful entrepreneurial...  ...authorities. The Income Tax Lead will also manage all year end income tax accrual...  ...accuracy, and operational discipline.Serve as a trusted advisor to business operations, building... 
    Casual work
    Work at office
    Local area
    Work visa

    GreatAmerica Financial Services

    Dallas, TX
    20 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Manager - Estate & Trust. Be the first to apply!