Tax Manager – Trust & Estate

Trust and Estate Tax Manager

We are seeking a Trust and Estate Tax Manager to join our growing private client services practice. This role focuses on complex tax compliance and planning for high-net-worth individuals, families, estates, and trusts. You will collaborate closely with clients, attorneys, and financial advisors to deliver integrated, strategic guidance.

Responsibilities

• Review and prepare complex fiduciary (Form 1041), estate (Form 706), and gift (Form 709) tax returns.
• Advise clients on wealth transfer strategies, charitable planning, and tax-efficient structuring of estates and trusts.
• Interpret and apply federal and state tax law to sophisticated estate and trust matters.
• Collaborate with legal counsel, financial planners, and other advisors in estate administration and tax planning.
• Supervise and mentor staff; provide technical training and feedback to support development.
• Communicate clearly with clients and serve as a trusted advisor on sensitive and confidential matters.
• Stay current on tax laws and estate planning developments to ensure compliance and optimize planning strategies.

Requirements:

• CPA license required.
• Minimum of 5 years of relevant experience in trust, estate, and gift taxation—ideally within public accounting or a law firm.
• Strong understanding of estate planning techniques, fiduciary accounting, and tax compliance requirements.
• Excellent written and verbal communication skills.
• Proven leadership ability and experience managing engagements and teams.

Why Join Us

• Competitive compensation and performance-based bonuses.
• Exposure to high-profile and complex client matters.
• Clear pathway for advancement to Senior Manager or Partner.
• Collaborative, high-trust firm culture.

Please send your resume in Word format to:

Lauren (Sigfred) Furth
Premier Financial Search
[email protected]
www.pfssearch.com

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.