High-Net-Worth Tax Supervisor & Tax Manager (Trusts & Estates)
mda edgeHouston (TX)
High-Net-Worth Tax Supervisor & Tax Manager (Trusts & Estates)
Posted yesterday
mda edgeHouston (TX)
SENIORITY
Lead
About the role
Tax Manager We are seeking a strategic and detail-oriented Tax Manager to lead complex engagements involving HNWIs, estates, trusts, and gift tax planning. The ideal candidate is a tax leader who enjoys building long-term client relationships and navigating nuanced tax situations involving wealth, succession, and legacy planning.
Key Responsibilities:
- Manage and review complex individual, fiduciary (Form 1041), estate (Form 706), and gift tax (Form 709) returns
- Advise HNWI clients on estate planning, trust structuring, charitable giving, and wealth transfer strategies
- Lead client engagements from planning through delivery, ensuring high-quality service and compliance
- Provide oversight, mentoring, and technical training to tax staff and seniors
- Liaise with attorneys, investment advisors, and fiduciaries to coordinate tax strategies
- Stay current on federal and state tax laws impacting estates, trusts, and wealthy individuals
- Identify planning opportunities and contribute to business development activities
- Maintain strong client relationships and serve as the go-to tax resource
Basic Qualifications:
- CPA required; MST, JD, or LLM in Taxation strongly preferred
- Minimum 5–7 years of public accounting experience, with a focus on HNWIs, estates, and trusts
- In-depth knowledge of federal and state fiduciary and estate tax laws
- Excellent communication skills with the ability to convey complex tax concepts to clients
- Proven leadership and client management abilities
- Experience with tax software (e.g., CCH Axcess, ProSystem fx, or similar)
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