Trust & Estate Tax Manager | $140K-159K + Bonus + Incentives 

Remote | Selected Western U.S. States

Summary

Our client, a growing independent wealth management firm, is seeking an experienced Trust & Estate Tax Manager to lead and expand tax services for high-net-worth individuals, trusts, and estates. This client-facing role combines technical tax expertise with strategic financial planning and collaboration across advisory teams.

The ideal candidate will have extensive experience in Trust & Estate fiduciary and individual taxation, enjoy partnering directly with clients and financial advisors, and thrive in a collaborative environment focused on delivering comprehensive wealth planning solutions.

Key Responsibilities

• Prepare and review Form 1041 fiduciary income tax returns with a strong understanding of trust and estate taxation.
• Interpret trust documents and evaluate related tax implications.
• Review, approve, and sign complex individual income tax returns while ensuring accuracy, compliance, and defensible tax positions.
• Serve as the primary liaison between the firm and its external tax preparation provider, helping manage communication, workflow, and quality standards.
• Oversee outsourced tax preparation activities to ensure timely, accurate, and client-focused deliverables.
• Partner with financial advisors, planners, and internal teams on tax planning strategies and client initiatives.
• Coordinate tax services, planning projects, and department initiatives.
• Prepare tax projections, cash flow analyses, net worth statements, investment planning analyses, and insurance summaries in support of comprehensive wealth planning.
• Contribute to firm-wide initiatives focused on enhancing tax services, client experience, business development, and retention.
• Develop customized personal and business financial plans for high-net-worth clients.
• Gather and analyze client financial information using planning tools and questionnaires.
• Utilize financial planning software to prepare comprehensive financial plans alongside advisory teams.
• Develop actionable recommendations based on each client's financial goals.
• Create and analyze spreadsheets supporting financial and business planning engagements.
• Evaluate financial planning software and processes to improve planning capabilities and client outcomes.
• Represent the tax department through client education events, seminars, articles, blogs, and other marketing initiatives.
• Perform additional responsibilities as needed to support client service and business growth.
• Maintain compliance with company policies and professional standards.

Qualifications

• Extensive experience in Trust & Estate taxation with strong technical expertise in fiduciary, estate, gift, and individual income taxation.
• Recognized ability to serve as a trusted technical resource while mentoring colleagues and reviewing complex tax work.
• Proven ability to influence cross-functional teams and drive high-quality client service without direct supervisory responsibilities.
• Approximately 5+ years of tax experience with significant exposure to Trust & Estate and High-Net-Worth individual taxation.
• CPA or Enrolled Agent (EA) required.
• Proficiency with Microsoft Office and tax-related technology platforms.
• Experience working with CRM systems.
• Excellent written, verbal, and client communication skills.
• Comfortable participating in client presentations, educational events, and business development activities.
• Highly organized, detail-oriented, and dependable.
• Self-motivated with sound professional judgment and integrity.
• Strong interpersonal skills with the ability to collaborate across multiple teams.
• Ability to work independently while managing multiple priorities.

Compensation

Base Salary: $140,000-$159,000

Annual Bonus: Target 15% (prorated during the first year)

In addition to competitive compensation and benefits, this role offers participation in a long-term incentive program designed to reward employees for contributing to the firm's long-term growth and success.

Benefits

The firm offers a comprehensive benefits package designed to support employees both professionally and personally, including:

• 11 Paid Holidays plus 2 Floating Holidays
• 3 Weeks Paid Time Off
• Paid Volunteer Time
• Paid Parental Leave
• Flexible Work Schedule
• Highly Subsidized Medical, Dental, and Vision Coverage
• 401(k) with Company Match
• Life Insurance and Short- and Long-Term Disability Coverage
• Mental Health Resources
• Flexible Spending and Health Savings Accounts
• Professional Development and Educational Reimbursement
• Charitable Giving Support
• Employee Referral Program
• Team Building Activities
• Employee Assistance Program