Tax Manager - Trusts and Estates (Remote)
Salary: $180,000 - 220,000/year
This position is fully remote.
We are seeking an experienced and highly detail-oriented Tax Manager with specialized expertise in trust and estate tax compliance and planning. This role will be responsible for managing complex trust and estate tax filings, advising clients on estate planning strategies, and ensuring compliance with all federal and state tax regulations. The ideal candidate will have a deep understanding of fiduciary accounting, estate and gift taxation, and the ability to develop proactive strategies for high-net-worth individuals and families.
- Prepare and review Form 1041 (U.S. Income Tax Return for Estates and Trusts), Form 706 (Estate Tax Return), Form 709 (Gift Tax Return), and relevant state filings.
- Manage a portfolio of trust and estate clients, ensuring timely and accurate tax compliance.
- Provide strategic tax planning related to wealth transfer, charitable giving, generation-skipping transfer (GST) tax, and asset protection.
- Collaborate with attorneys, financial advisors, and fiduciaries on estate and trust administration.
- Supervise and mentor junior staff in the preparation and review of trust and estate tax returns.
- Stay up to date on developments in estate and trust tax law and advise clients accordingly.
- Respond to IRS and state tax notices; assist with audits and tax controversy matters as needed.
- Support business development through client meetings, proposal development, and networking.
- Education: Bachelor's degree in Accounting, Finance, or related field. JD, CPA, or LLM in Taxation preferred.
- Minimum 5–7 years of experience in public accounting or law firm tax department, with a focus on trusts and estates.
- Strong working knowledge of federal and state fiduciary tax law, estate planning strategies, and probate processes.
- Expertise in fiduciary accounting and trust taxation.
- Experience with tax preparation software (e.g., CCH Axcess, GoSystem, or similar).
- Excellent communication, client service, and organizational skills.
Average salary estimate
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
Quality Manager role to lead quality assurance and control in a regulated manufacturing setting focused on compliance and operational excellence.
Experienced Tax Accounting Manager sought to lead tax compliance and planning at a dynamic Severna Park accounting firm.
Morgan Stanley is looking for a Group Director to drive client service excellence and business management for Financial Advisor teams in Atlanta.
Evaluate, classify, and price insurance risks as an Underwriter at Tokio Marine HCC, a leader in specialty insurance with a strong global presence.
Experienced Sr. Commercial Lines Underwriter needed at Berkley Southwest to evaluate and grow middle market insurance portfolios within a hybrid work model.
Contribute to long-range planning and financial reporting as a Financial Analyst at AbbVie, supporting global commercial finance operations in North Chicago.
Senior Associate role at PwC specializing in R&D tax credit advisory, combining technical expertise with leadership to drive client success.
Contribute to Renjoy’s expansion by managing dynamic pricing strategies as a Revenue Management Specialist working fully remotely within a data-driven, innovative hospitality team.
Seeking a VP or Director to lead Agency MBS trading at BMO Capital Markets, managing risk and client flows in a dynamic trading environment.
A dynamic financial institution is looking for a Commercial Banker Vice President skilled in client acquisition and relationship management within Middle Market Banking.
Lead Five Below's internal audit team as Director of Internal Audit, driving governance, risk management, and compliance across this vibrant retail organization.
First Help Financial is looking for a motivated bilingual Credit Analyst to support dealer relationships and credit decision processes remotely within the PST time zone.
Alto-Shaam is searching for a hybrid Business Analyst - Finance to enhance financial forecasting, analysis, and business intelligence to drive strategic decision-making.
JLL is hiring a Debt Analyst to support commercial real estate financing transactions with in-depth financial modeling and client engagement in Denver, CO.
Experienced Finance Director needed to manage Alsip Village's financial operations and lead the Finance Department under the Mayor's supervision.
Latitude is a Human Resource Consulting Firm headquartered in Hanover, MD with branch offices in Hunt Valley, MD and Winter Park, FL. Latitude provides consulting services to a wide range of industries in both the Private and Public Sectors. We ar...
23 jobs
🔮
Hi, I'm Risa! Your AI Career Copilot
you, just ask me below!
