Estate Planning Tax Manager

Join to apply for the Tax Manager, Trust and Estate Planning role at Aprio

Work with a nationally ranked CPA and advisory firm that is passionate for what’s next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them.

Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio’s Tax - Private Client Services team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Tax Manager, Trust and Estate Planning to join their dynamic team. This position will involve meeting with clients to address their goals and objectives for family and business estate planning. Candidate will be required to prepare strategic estate plans and illustrations of the plan that can be presented to the client and client’s attorney.

This position will involve working closely with Aprio tax partners and associates to manage the estate planning process and client deliverables.

• Provide exceptional client service
• Develop and implement strategies to reduce clients’ estate tax exposure
• Listen to clients and assist them in designing estate plans that capture their intentions
• Prepare or review estate and trust income tax returns, gift and estate tax returns
• Work closely with clients to provide tax planning, consulting and compliance services
• Manage, develop, train, and mentor staff
• Work with partners on delivering innovative tax planning strategies

• Bachelor’s degree in Accounting, Finance, or related specialty
• Master’s degree in Taxation or JD, required
• Attorney candidates preferably licensed in state of NY, but others will be considered. Candidate can work remotely.
• 5+ years of recent experience working in a public accounting firm, law firm, or financial services firm.
• Experience in 1041s, 709s, 706s and summarizing complex trust and estate documents
• Exceptional verbal and written communication skills
• Computer expertise including knowledge of tax software and technology

$98,500 - $160,000 a year

The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401(k) with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options

• Working with an industry leader:
  Be part of a high-growth firm that is passionate for what’s next.
• An awesome culture:
  Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
• A great team:
  Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
• Entrepreneurship:
  Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
• Growth opportunities:
  Grow professionally in an environment that fosters continuous learning and advancement.
• Competitive compensation:
  You will be rewarded with competitive…