As an Estate and Trust Tax Manager, you will lead our estate and trust tax planning and compliance efforts. You will collaborate with a team of skilled professionals to provide tailored tax strategies that align with our clients' long-term financial objectives.

Responsibilities:

• Manage a portfolio of estate and trust clients, overseeing tax planning, compliance, and advisory services.
• Review complex tax returns for accuracy and completeness, ensuring adherence to relevant regulations.
• Develop and implement tax strategies that minimize liabilities and optimize financial outcomes.
• Stay up-to-date with changes in tax laws and regulations affecting estate and trust planning.
• Collaborate with clients, legal teams, and financial advisors to create integrated wealth plans.
• Provide guidance and mentorship to junior staff members within the tax team.