Tax Manager

The Tax Manager is responsible for overseeing the delivery of high-level tax compliance, planning, and other services related to trusts, estates, and high-net‑worth individuals. This role requires advanced knowledge of fiduciary taxation, estate and gift tax regulations, and wealth transfer strategies.

The Tax Manager serves as a key advisor to clients and their families, helping them navigate complex tax and estate planning matters while ensuring compliance and maximizing after‑tax wealth. This individual will also work on other returns such as entity, partnership, and individuality. This individual will manage client engagements, mentors staff, and collaborate closely with legal, financial planning, and wealth management professionals.

• Oversee the preparation and review of fiduciary income tax returns (Form 1041), partnership returns (Form 1065), entity returns (Forms 1120, 1120‑S), partnership returns (Form 1065), and individual returns (Form 1040), etc. Additionally, serve as a preparer, reviewer, and signer of tax returns.
• Ensure accurate and timely filing of tax returns, including multi‑state compliance where applicable
• Guide clients through basis and distribution considerations, DNI calculations, and other trust accounting matters
• Lead audit responses and correspondence with tax authorities on trust and estate matters

• Develop and implement strategies for estate, gift, and generation‑skipping transfer (GST) tax minimization
• Provide guidance on charitable giving, GRATs, SLATs, IDGTs, and other estate planning vehicles
• Partner with legal and financial advisors to create integrated wealth transfer and succession plans
• Advise clients on trust structures, funding strategies, and lifetime giving options aligned with their legacy and philanthropic goals

• Serve as one of the main contacts for high‑net‑worth families, trustees, executors, and beneficiaries
• Educate and advise clients on the tax implications of estate planning decisions, distributions, and fiduciary responsibilities
• Build lasting relationships by delivering proactive insights and personalized planning strategies

• Supervise, mentor, and review the work of staff preparing tax returns
• Provide training on complex trust and estate tax topics, including recent regulatory changes and best practices
• Foster a collaborative environment that promotes knowledge sharing and continuous learning

• Work in tandem with wealth advisors, attorneys, and financial planners to ensure seamless, multi‑disciplinary client service
• Contribute tax expertise to estate settlement processes, trust administration, and intergenerational wealth planning
• Participate in strategy discussions for family offices, closely held businesses, and philanthropic entities

• Perform additional duties consistent with the responsibilities of a tax manager in a fiduciary advisory role
• Stay current with developments in tax law especially affecting estates, trusts, and wealth transfer, and lead firm‑wide updates on implications for clients

• The Employee shall perform such other duties as are customarily performed by other persons in similar positions, including other duties as may arise from time to time and as may be assigned