Tax Manager- Estates and Trusts

PBMares LLP

Wilmington, NC

Job Description
Job Description
We are seeking an experienced Tax Manager – Trusts & Estates to lead complex tax compliance and consulting engagements for trusts, estates, gifts, fiduciaries, and high-net-worth individuals. This role serves as a trusted advisor to clients and professional partners while leading engagement teams, mentoring staff, and delivering exceptional client service.
The ideal candidate is technically strong, relationship-focused, and enjoys solving complex tax issues while helping clients navigate estate and trust planning.
PBMares Core Values:
Integrity
Trust
Respect
Accountability
Caring
What you will do:
Manage complex trust, estate, gift, and fiduciary tax engagements from planning through completion.
Review and prepare Forms 1041, 706, 709, and related tax filings.
Research complex tax issues and develop practical planning strategies.
Interpret trust and estate documents and advise clients on tax implications.
Build and maintain strong relationships with clients, attorneys, and other advisors.
Supervise, coach, and develop tax professionals.
Review staff work for quality, accuracy, and compliance.
Manage engagement budgets, workflow, and profitability.
Identify opportunities to expand client relationships and support business development.
Stay current on tax law changes and communicate planning opportunities to clients and the team.
Leverage tax technology and firm-approved AI tools to improve efficiency while maintaining professional judgment.
??????? What you get:
Full benefits: medical, dental, 401K match
Paid Time Off
11 paid holidays per year
Flexible work schedule to include hybrid work environment.
Summer Hours- Friday half days (based on a minimum 40 hour work week)
Company investment of a minimum of 40 hours learning and development annually
Path to Partner Program
CPA Certification reimbursement and bonus program
The opportunity to grow and shape the future of the firm

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Tax Manager- Estates and Trusts in Wilmington, NC vacancy

Senior Manager, Trust and Estates
...Job Description Job Description We are seeking an experienced Tax Senior Manager – Trusts & Estates to lead complex fiduciary, estate, gift, and high-net-worth individual tax engagements. This leadership role combines deep technical expertise with client advisory...
Suggested
Flexible hours
PBMares LLP
Wilmington, NC
2 days ago
Senior/Supervisor Estates & Trusts Accountant
...accounting firms in Delaware, is seeking a professional to join our Estate & Trust Practice Area. Interested individuals must have expertise and... ...including, gift, estate, inheritance, and other fiduciary tax issues for individuals and entities. Requirements:...
Suggested
Work at office
Remote work
Relocation package
Flexible hours
Belfint, Lyons & Shuman, PA
Wilmington, NC
2 days ago
Tax Manager
...A bit about us: Join a growing, client-focused accounting firm as a Tax Manager, working with diverse individuals, businesses, and trusts. This role offers leadership, strategic tax planning, and a collaborative culture dedicated to innovation and professional growth...
Suggested
Local area
Remote work
Jobot
Wilmington, NC
3 days ago
Tax Senior Manager
...strategic solutions in accounting, assurance, tax, advisory, and private client services.... ..., and build strong relationships. By managing responsibilities effectively and aligning... ...and succession planning Cultivate deep, trusted client relationships, becoming a strategic...
Suggested
Local area
Sorren, Inc.
Wilmington, NC
4 days ago
Tax Manager
$92.87k - $152.57k
...Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions... ..., investment management, trust and estate planning, brokerage and investment... ...integrated businesses. The Tax Manager will lead trust tax compliance...
Suggested
Full time
Local area
Flexible hours
Bryn Mawr Trust
Wilmington, NC
4 days ago
Tax Manager - Full or Part Time
...Description Red Bike Advisors is a 100% virtual tax, accounting, and advisory firm helping... ...We are seeking a full- or part-time Tax Manager to join our growing team and help drive... ..., corporate, and partnership taxation; trust experience a plus ~ Experience conducting...
Hourly pay
Full time
Part time
Local area
Remote work
Flexible hours
Red Bike Advisors
Wilmington, NC
a month ago
Tax Manager
...a fee-based financial planning, wealth management, tax, and business advisory firm, we’re passionate... ...and compliance, and serve as a trusted advisor to business owners and high-net... ...corporation, C corporation, trust, and estate tax returns Respond to IRS and state...
Full time
Work at office
Local area
RiversEdge Advisors
Wilmington, NC
12 days ago
Tax Supervisor / Manager
...Job Description Job Description Tax Supervisor / Manager Responsibilities: Review of individual, partnerships, S Corporation, C Corporation, and fiduciary tax returns Analyze estate and trust documents. Work closely with client, attorney and related...
Spartan Placements, LLC
Wilmington, NC
12 days ago
Tax Director
...Sorren Tax Function Leadership Opportunity Our Firm Sorren is... ...build strong relationships. By managing responsibilities effectively... ...structures—while serving as a trusted advisor on advanced planning strategies... ...with internal specialists (estate, SALT, international) and...
Full time
Local area
Shift work
Sorren
Wilmington, NC
2 days ago
Tax Manager
...relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe... ...development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with...
Full time
Sorren
Wilmington, NC
3 days ago
Tax Manager
...relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.At Sorren, we believe... ...development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with...
Full time
Sorren
Wilmington, NC
2 days ago
Tax Manager
$110k - $120k
...Tax ManagerWilmington, NC, United States$ 110,000.00 - 120,000.00 (US Dollar)Salary: $ 120,000.00About the JobWe have partnered with a large CPA firm in Wilmington, NC to provide them with a Tax Manager. Please review the below description and let us know if you are interested...
Work at office
Local area
Worldwide
Cyfle
Wilmington, NC
19 hours ago
Tax Manager - onsite
...Tax ManagerI have partnered with a well-established company in the exciting world of public accounting. My client firm is growing... ...This is an amazing opportunity for someone passionate about tax management and looking to take their career to new heights! You will play...
gpac
Wilmington, NC
19 hours ago
Tax Manager - onsite
...opportunity for an ambitious professional to become move up in the firm. This is an amazing opportunity for someone passionate about tax management and looking to take their career to new heights! You will play a key role in preparing and reviewing tax returns for...
gpac
Wilmington, NC
19 hours ago
Tax Manager
$125k
...Salary: $ 125,000.00 We have partnered with a large CPA firm in Wilmington, NC to provide them with a Tax Manager. Please review the below description and let us know if you are interested. Prioritized Must Have Skills for the Tax Manager: #1. Must have...
Work at office
Relevante
Wilmington, NC
2 days ago
Tax Manager / Client Manager
$100k - $145k
...Opportunity Own meaningful client relationships and become a trusted tax advisor to individuals and growing businesses. Join a well-... ...advisors. Confidential Employer. Job Description Manage ongoing relationships with individual and business tax clients...
Full time
Local area
Orion Placement
Wilmington, NC
2 days ago
Tax Manager
...Job Description Job Description Tax Manager Location: Wilmington, DE Experience Level: 7+ Years of Public Accounting Experience We are partnered with a well‑established CPA firm in Wilmington, DE that is seeking an experienced Tax Manager to join its growing...
Local area
Wertz & Associates
Wilmington, NC
12 days ago
Tax Director
$200k - $250k
...the Firm Our client is a well-established wealth management firm with a robust in-house tax practice, built through the acquisition of a large CPA... ...broad book of work spanning individual, business, and trust/estate tax, plus advisory services for a high-value, wealth...
Work at office
Flexible hours
White Tiger Connections
Wilmington, NC
12 days ago
Tax Expert - On-Site
$27 - $41 per hour
...States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community... ...Service Expert, you will serve as a trusted advisor, empowering customers to achieve... ...-paced environment independently while managing multiple priorities. * Proficient with technology...
Work at office
Local area
Monday to Friday
Intuit
Wilmington, NC
19 hours ago
Experienced Tax Preparer
...Experienced Tax PreparersCalling all experienced tax preparers! Join our team for an exciting opportunity that offers flexible schedules... ...need:1+ seasons of previous experience completing individual, trust, and/or partnership tax returns.Passion for providing extraordinary...
Local area
Flexible hours
Jackson Hewitt
Wilmington, NC
2 days ago
Remote Tax Preparer/Accountant
...businesses. We are seeking an experienced tax and accounting professional with strong... ...very rewarding, but you must be able to manage your time well and keep the team organized... ...interact with your client to establish a trusted relationship We provide full-service...
Remote work
GrabJobs
Wilmington, NC
1 day ago
Tax Preparer & Bookkeeping
...Calling all Experienced Tax Preparers ! Join our team for an exciting opportunity that offers flexible schedules . Leverage your tax... ...: ~1+ seasons of previous experience completing individual, trust, and/or partnership tax returns. ~ Passion for providing...
Local area
Flexible hours
Jackson Hewitt Tax Service, Inc.
Wilmington, NC
1 day ago
CPA/Senior Tax Preparer
...well-respected client is seeking a SENIOR TAX ADVISOR due to the growth in their firm.... ...you will be responsible for overseeing and managing a team of tax associates while developing... ...returns for individuals, partnerships, trusts, and corporations. Essential Job...
gpac
Wilmington, NC
2 days ago
Tax Supervisor
$105k - $120k
...that lead to innovation. As an Assurance Manager, you will be responsible for reviewing, analyzing... ...OR EA certified Working knowledge of tax compliance and consulting with a variety... ...base of flow-through clients in the Real-Estate, Crypto Currency, Venture Capital, REIT...
Summer work
Local area
Remote work
Flexible hours
GrabJobs
Wilmington, NC
1 day ago
Payroll Manager
$75k
Title: Payroll Tax Manager Reports To: Vice President of Payroll Tax Division: Flex HR Payroll Tax Department Location: Remote, out of Atlanta, GA, Nashville, TN or Chattanooga, TN Status: Non-Exempt, part time About Flex HR: Flex HR is a fast-growing HR outsourcing...
Temporary work
Part time
Work experience placement
Work at office
Local area
Remote work
Flexible hours
GrabJobs
Wilmington, NC
1 day ago
PAYROLL MANAGER
...PAYROLL MANAGER Liberty Healthcare Management Wilmington, North Carolina, United States About this position There's no place like Liberty... ...manual timesheets. The Payment and timely filing of all tax withholdings and other deductions from earnings on bi-weekly, quarterly...
Liberty Healthcare Management
Wilmington, NC
19 hours ago
Tax Preparer (Virtual)
$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 time
Remote work
InsCipher
Wilmington, NC
2 days ago
Account Manager/Specialty Account Manager - Tavneos - Charleston, SC
$145.31k - $196.6k
...transform the lives of patients while transforming your career.Account Manager/Specialty Account Manager - TavneosLiveWhat you will doLet’s do... ...with corporate and industry compliance guidelines.Serve as a trusted partner and disease expert to healthcare professionals by...
Full time
Private practice
Work at office
Local area
Remote work
Flexible hours
Night shift
Amgen
Wilmington, NC
2 days ago
Calling All Tax Seniors
...A well-respected client is seeking a TAX SENIOR due to the growth in their firm. Are... ...you will be responsible for overseeing and managing a team of tax associates while developing... ...tax returns for individuals, partnerships, trusts, and corporations. Essential Job...
gpac
Wilmington, NC
2 days ago
Leasing Manager
...Job Category On-Site Industry Property Management Employee Type Non-Exempt Required Degree High school Manage Others Yes Description Middleburg... ...for our partners. Middleburg is a fully integrated real estate investment, development, and construction firm focused on rental...
Currently hiring
Work at office
Local area
Weekend work
Day shift
Jimmy Jazz
Wilmington, NC
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Manager- Estates and Trusts. Be the first to apply!