Estate Tax Manager
cybercodersFort Wayne (IN)
About the role
About Us:
We are a well-established professional services firm with deep roots in northeast Indiana, serving a diverse client base of closely held businesses, high-net-worth individuals, and multi-generational family enterprises. With a team of more than 50 professionals, we have built a strong reputation over many years for technical expertise, long-term client relationships, and a collaborative, team-driven culture. Our client portfolio spans manufacturing, construction, distribution, and other industries, and the complexity of our engagements continues to grow. We are adding a Trust, Gift and Estate Tax Manager as we invest in the long-term future of this growing practice area. We will consider Remote/Hybrid candidates provided you can make it in to the office in Fort Wayne, IN roughly twice per month.
Day-to-Day:
Responsibilities- Serve as the primary technical resource for trust, gift, and estate tax engagements, managing clients from planning through compliance- Consult directly with clients, business owners, and attorneys on strategies including the use of trusts and gifting vehicles to accomplish tax minimization and charitable planning goals- Review and oversee preparation of fiduciary income tax returns, gift tax returns, estate tax returns, and related compliance work- Partner with professionals across practice areas to deliver integrated advice on business and individual tax matters- Supervise, mentor, and review the work of staff-level team members- Maintain direct client relationships with business owners, management personnel, and legal counsel- Stay current on changes in tax law and regulations affecting estate, gift, and trust planning Required Skills and Qualifications- Bachelor's degree in Accounting required- Minimum 5 years of public accounting experience with a strong emphasis on trust, gift, and estate tax- CPA preferred; EA considered- Deep technical knowledge of fiduciary income tax, estate and gift tax, and charitable planning vehicles- Experience managing, reviewing, and developing staff- Strong verbal and written communication skills- Proficiency with tax software and technology platforms- Team-oriented with a commitment to exceptional client service
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