Trust And Estates Tax Manager

Job Description

Job Description

Trust And Estates Tax ManagerWork for a Next Generation Accounting FirmMake a difference and have an impact on the lives of our clients.Berndt CPA LLC is seeking an experienced Trust and Estates Tax professional to join our growing tax advisory team. This role is ideal for a seasoned tax professional with deep experience in fiduciary, estate, and high-net-worth individual taxation who is ready to play a key role in client relationships, technical leadership, and team collaboration.Our firm takes a proactive, advisory first approach to tax. We work closely with individuals, families, and business owners throughout the year, providing insight, strategy, and guidance well beyond compliance.Why Berndt CPATop 5 Small Business – Top Places to Work (Wisconsin State Journal)3-time Inc. 5000 WinnerPeople's Choice Awards – Best CPA FirmDane County Small Business of the YearForward-thinking firm with a strong advisory focusNo audit, review, or independence-based compliance work-we are our clients' most trusted advisorsWork HoursJanuary–April: Average 53 hours per weekAll other months: Average 36 hours per weekPosition OverviewThe Trust and Estates Tax Manager will serve as a technical and advisory resource for fiduciary and estate tax matters while managing client relationships and collaborating closely with partners, advisors, and tax team members. This role blends advanced technical expertise, client advisory services, mentoring, and relationship development.This position is well suited for someone who enjoys building long-term client relationships, working as part of a collaborative team, and contributing to the firm's continued growth.Key ResponsibilitiesPrepare and review fiduciary (Form 1041), estate, gift, and individual income tax returns for high-net-worth clientsProvide proactive tax planning and advisory services related to estates, trusts, wealth transfer, and succession planningAdvise clients and their legal/financial advisors on complex trust and estate tax mattersResearch and resolve complex tax issues; communicate findings clearly to clients and internal teamsManage IRS and state tax notices, audits, and examinations related to trust and estate mattersServe as a primary point of contact for assigned clients, building trusted, long-term relationshipsParticipate in client meetings and planning discussions alongside partners and advisorsMentor and support tax staff through technical guidance, review, and trainingCollaborate with team members across tax, accounting, and advisory services to deliver integrated solutionsContribute to client retention and firm growth through relationship development and advisory opportunitiesQualificationsBachelor 's degree in accounting (required)CPA certification (required)7–10 years of progressive tax experience, with significant focus on trusts, estates, and high-net-worth individualsStrong technical knowledge of fiduciary, estate, gift, and individual income taxationExperience reviewing tax returns and providing technical guidance to staffAbility to manage multiple clients, priorities, and deadlinesExcellent communication and interpersonal skillsClient-focused mindset with a desire to build and develop long-term relationshipsCollaborative team player with a proactive, advisory approachHigh level of integrity, professionalism, and attention to detailWork-Life BalanceBerndt CPA is committed to providing an environment where team members are professionally challenged while maintaining meaningful time outside of work. We believe sustainable success comes from balance, flexibility, and mutual support.Ready to Grow Your Career?If you are a trust and estates tax professional looking to deepen client relationships, expand your advisory impact, and be part of a collaborative, forward-thinking team, we encourage you to apply.Apply Confidentially Please submit a letter of interest, resume, and salary requirements. Be sure to reference the position in the subject line.Berndt CPA LLC is an Equal Opportunity Employer.