Tax Manager - Wealth Transfer & Preservation

Tax?Manager ??Wealth Transfer & Preservation?serves as a trusted advisor to clients and their professional advisory teams on fiduciary income tax and transfer tax matters. This role provides technical leadership in trust and estate taxation, including fiduciary income tax compliance and planning, estate/gift?and?generation-skipping transfer tax?reporting and?planning.?This individual will work closely with internal tax professionals, attorneys, wealth managers, trust officers, executors, trustees, and beneficiaries to deliver?timely,?accurate, and tax-efficient solutions.

• Review?and prepare?tax returns, including?fiduciary income tax returns (Forms 1041 and related state filings) for trusts and estates, federal and state estate tax returns (Form 706)?and gift tax returns (Form 709).?
• Advise clients and their professional advisors on fiduciary income tax, estate tax, gift tax, and generation-skipping transfer tax matters.?
• Research complex federal and?state?tax issues and develop practical planning recommendations.?
• Analyze wills, trust agreements, buy-sell agreements, and other legal documents to identify tax implications and planning opportunities.?
• Develop tax-efficient strategies related to trust and estate administration, wealth transfer planning, and post-mortem planning opportunities.?
• Identify?risks, planning opportunities, and technical issues affecting clients and provide proactive recommendations.?
• Coordinate information gathering, review processes, and advisor communications to ensure efficient engagement completion.?
• Serve as a primary point of contact for clients and coordinate?productive communication among?attorneys, wealth managers, trust administrators,?outside advisors, and other stakeholders to achieve?timely?decisions and successful outcomes.?
• Foster strong internal relationships with tax relationship managers and other service teams?while building credibility as a trusted technical resource?to deliver integrated client solutions, expand advisory services, and strengthen client relationships.?
• Support the growth of the Wealth Transfer & Preservation practice through business development, networking, process improvement, and knowledge sharing.?
• Take ownership of project timelines, proactively?identifying?obstacles,?driving matters to resolution, and managing multiple engagements simultaneously.?
• Mentor, train, and develop staff?by?providing?technical guidance, reviewing work?product, and supporting professional development?in fiduciary income tax, transfer tax, and estate administration matters.?

• Bachelor's degree in Accounting?or related field?required.?
• CPA license?required?or strongly preferred.?
• Minimum of five years of public accounting experience with substantial focus on fiduciary income tax and transfer tax matters.?
• Demonstrated experience with trusts, estates, fiduciary accounting concepts, estate tax returns, gift tax returns, and wealth transfer planning.?
• Working knowledge of estate and trust administration procedures, fiduciary accounting principles, and probate processes.?
• Strong research, analytical, and problem-solving skills.?
• Excellent written and verbal communication skills.?
• Proven ability to manage multiple projects and prioritize competing deadlines.?
• Strong technology skills and?proficiency?with tax software applications.?
• Ability to collaborate effectively with clients, attorneys, wealth managers, and internal professionals.?

Benefits Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.