Trusts and Estate Tax Manager

Posted today

united futurePhoenix (AZ)

Accountants and Auditors Trusts, Estates, and Agency Accounts

SENIORITY

Senior

SALARY

$100,000 - $150,000 per year

Apply

About the role

Trusts And Estates Tax ManagerOur client in North Central Phoenix is looking for an experienced Trusts And Estates Tax Manager. This is a hybrid role (3 in office/2 wfh) with a base salary of $100,000 - $150,000 depending on experience.

Responsibilities: Review and prepare federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and related filingsLead multiple tax engagements to deliver quality tax preparation, research, planning, and consulting services for a variety of clientsEnsure compliance with legal and tax requirements for trust and estate entitiesCommunicate technical issues, recommendations, and opportunities to clients and prospects, including in-person meetingsProvide guidance and training to junior staff, and collaborate within integrated team to meet client and firm deadlinesStay current with changes in fiduciary, tax, and estate law, and participate in ongoing professional developmentProactive approach to process improvement and regulatory changesBackground required: Bachelor's degree in Accounting or Finance 5+ years of specialized experience in trust and estate taxCPA strongly preferredSelf-motivatedHigh ethical standards and integrityClient-focused mindset and ability to manage multiple prioritiesWork well in a team environmentExcellent communication skills

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.