Trust and Estate Tax Manager

Job Description

Job Description

For over 80 years, Ellin & Tucker has remained a top Mid-Atlantic public accounting and business consulting firm, serving the region’s most influential privately owned businesses and the families who run them, as well as not-for-profit organizations. Our experience has taught us that every voice counts. Fresh ideas and innovation have always been the heartbeat propelling us forward, while experience and know-how have been the rudder guiding our path. This balance ensures our firm and our clients are always well positioned for whatever lies ahead.

Our ideal Tax Manager will have a focus on trusts and estates, the ability to lead complex fiduciary, estate, gift, and high-net-worth individual tax engagements, and five or more years of public tax accounting experience. As a member of the Ellin & Tucker tax team, you will have the opportunity to work collaboratively with other tax professionals to deliver the highest quality service to our clients. You will also interact directly with clients on a regular basis to better understand and serve their needs.

You’ll have the tools, support, and mentoring to grow your career through guidance from more experienced certified public accountants in the accounting, auditing, and tax areas of Ellin & Tucker, as well as through your regular participation in internal and external continuing professional education programs.

What You’ll Do:

• Supervise the efforts of multiple client service teams on client engagements, including planning, executing, directing, and completing tax projects across a wide variety of industries
• Coordinate, review, and sign state and federal tax returns, and oversee quarterly estimated tax payments
• Conduct advanced tax research and compose comprehensive memoranda
• Deliver proactive tax planning strategies tailored to high-net-worth individuals, trusts, estates, fiduciaries, and family groups
• Collaborate with attorneys, wealth advisors, trustees, and internal teams to deliver integrated solutions
• Provide strategic guidance on estate planning, wealth transfer strategies, charitable giving, and trust structures
• Lead the preparation and review of complex fiduciary, estate, gift, and individual tax returns, including Forms 1041 and 709
• Work as part of a multidisciplinary team, as well as independently, on both nonrecurring and ongoing projects
• Supervise, mentor, and evaluate the performance and development of tax associates
• Develop and edit correspondence and other client deliverables as needed
• Participate in networking and business development activities on behalf of the firm
• Perform other duties as assigned or required

What You’ll Bring:

• Bachelor’s degree in accounting, finance, or a related field; CPA or equivalent certification required
• At least five years of experience in tax and client consulting
• Experience with trusts, estates, gift taxation, and high-net-worth individual tax planning
• Deep understanding of estate, gift, and trust tax laws and their application
• Strong interpersonal skills and the ability to work independently and within a team environment
• Strong research skills and excellent oral and written communication skills, with the ability to articulate complex information clearly
• Ability to manage multiple engagements and client service teams
• Ability to consistently exercise good judgment in dealing with a variety of situations and issues

What You’ll Gain:

We take pride in supporting our team the same way we support our clients—with commitment, trust, and care. Here’s what we offer:

• Base salary: $140,000–$180,000 per year
• Participation in our annual performance bonus program
• Medical: 100% employer-paid health insurance premium
• Paid time off (PTO) and company-paid holidays
• Term life and disability insurance
• 401(k) profit-sharing plan with a Roth option
• Firm-provided parking