Manager of Tax Services- Private Wealth

Responsibilities: Manage and review fiduciary, estate, and gift tax returns, including Forms 1041, 706, 709, and related state filings. Provide tax planning and advisory services related to estate, gift, and generation-skipping transfer (GST) tax matters. Assist clients with wealth transfer strategies, charitable planning, and trust structuring to achieve long-term family objectives. Research and interpret complex federal and state tax laws affecting trusts, estates, and fiduciary income taxation. Supervise, mentor, and review the work of tax staff and senior associates; provide training and performance feedback. Collaborate with attorneys, financial advisors, trustees, and estate planners to support comprehensive estate planning and administration. Assist with fiduciary accounting, estate administration matters, and audit or inquiry responses related to trust and estate tax issues. Stay current on legislative and regulatory changes impacting trusts and estates and communicate implications to clients and internal teams.

Qualifications: Bachelor's degree in Accounting, Finance, or related field; CPA required. JD or LL.M. in Taxation preferred. Minimum of five (5) years of experience in trust and estate taxation, preferably in a public accounting or law firm environment. Strong working knowledge of fiduciary income tax, estate tax, gift tax, and related compliance requirements. Experience with fiduciary accounting and estate administration preferred. Strong analytical, research, and problem-solving skills. Demonstrated ability to supervise and develop staff. Proficiency in tax software (CCH Axcess, GoSystem, or similar) and Microsoft Office Suite.