Estate, Gift, and Trust Tax Manager

Department: Client Tax and Advisory Services Employment Type: Full-Time Location: National Harbor, Maryland Work Arrangement: Hybrid or Fully-Remote (Dependent upon candidate's location) Compensation Range: $130,000 - $150,000 About The Norris Group Department: Client Tax and Advisory Services Employment Type: Full-Time Location: National Harbor, Maryland Work Arrangement: Hybrid or Fully-Remote (Dependent upon candidate's location) Compensation Range: $130,000 - $150,000 The Norris Group is a growing tax, accounting, and business advisory firm serving individuals, families, businesses, and organizations. We take a holistic approach to client service by combining technical expertise, proactive tax strategy, reliable financial information, and practical business guidance. Our culture is grounded in accountability, excellence, curiosity, collaboration, respect, and responsiveness. We are seeking professionals who share these values and want to contribute to the continued growth of our firm. About the Position The Norris Group is seeking an experienced Estate, Gift, and Trust Tax Manager to join our Client Tax and Advisory Services team. This senior-level, client-facing position is responsible for managing complex tax compliance and planning engagements for high-net-worth individuals, families, estates, trusts, beneficiaries, and fiduciaries. The Tax Manager will serve as a trusted client advisor, provide technical leadership, manage engagement teams, develop tax professionals, and support the continued growth of the firm’s estate, gift, and trust tax practice. Key Responsibilities Client Engagement and Technical Tax Leadership Prepare and review estate and trust income tax returns, including Form 1041; gift tax returns, including Form 709; estate tax returns, including Form 706; and complex individual income tax returns, including Form 1040. Provide technical review and guidance on complex estate, gift, trust, fiduciary, and high-net-worth tax matters. Analyze wills, trusts, estate planning documents, and related legal agreements to identify tax provisions and filing requirements. Research technical tax matters and identify planning opportunities related to estates, trusts, gifts, fiduciary income, and wealth transfer. Monitor relevant federal and state tax law developments and communicate their potential impact to clients and team members. Client Relationship Management Serve as a primary point of contact and trusted advisor for assigned estate, trust, fiduciary, and high-net-worth clients. Develop an understanding of each client’s financial circumstances, family structure, tax concerns, and long-term objectives. Participate in planning discussions with clients, attorneys, financial advisors, trustees, personal representatives, and family representatives. Communicate complex tax matters clearly and provide proactive, practical guidance. Identify opportunities to expand client relationships through additional tax, accounting, and advisory services. Engagement Management Oversee engagement planning, scheduling, staffing, workflow, and timely completion. Assign responsibilities based on team members’ experience, capacity, and development needs. Review tax returns, workpapers, calculations, research, and client communications for accuracy, completeness, and compliance. Monitor engagement progress and proactively address missing information, technical issues, competing priorities, and deadline risks. Maintain organized and current engagement documentation within the firm’s tax, workflow, and document-management systems. Training and Team Development Supervise, coach, and mentor tax professionals assigned to estate, gift, trust, fiduciary, and individual tax engagements. Provide clear instructions, technical guidance, and timely feedback. Help team members strengthen their technical knowledge, professional judgment, client communication, and engagement-management skills. Identify training needs and contribute to internal technical training and professional development initiatives. Model The Norris Group’s expectations for accountability, excellence, collaboration, respect, and responsiveness. Firm Engagement and Practice Development Support the continued growth of the firm’s estate, gift, trust, fiduciary, and high-net-worth tax practice. Build relationships with estate planning attorneys, financial advisors, wealth managers, trustees, and other professional referral partners. Share technical updates and practical guidance with colleagues and clients. Recommend improvements to processes, technology, documentation, quality control, and client service. Represent The Norris Group professionally in client, community, referral, and professional interactions. Qualifications Bachelor’s degree in Accounting, Taxation, Finance, or a related field. Active CPA license. At least five years of progressive tax experience, preferably in public accounting. Significant experience preparing and reviewing Forms 1041, 706, and 709, as well as complex individual income tax returns. Strong knowledge of estate, gift, trust, fiduciary, and individual taxation. Experience interpreting wills, trusts, and estate planning documents. Experience managing client engagements, deadlines, and tax professionals. Strong tax research, analytical, organizational, and problem-solving skills. Strong client-service, written communication, and verbal communication skills. Ability to explain complex tax matters in clear, practical language. High standards for accuracy, confidentiality, responsiveness, and professional judgment. A master’s degree in Taxation or a related field, multi-state tax experience, and experience advising high-net-worth clients are preferred. Compensation and Benefits The Norris Group offers competitive compensation based on the candidate’s experience, credentials, technical expertise, and leadership capabilities. Benefits may include: Medical, dental, and vision insurance Paid time off and paid holidays Retirement plan Continuing education and professional development support Flexible or hybrid work opportunities Opportunities for professional growth and advancement Equal Employment Opportunity The Norris Group is an equal opportunity employer. Employment decisions are based on business needs, position requirements, and individual qualifications without discrimination on any basis protected by applicable law. #J-18808-Ljbffr The Norris Group