Senior Manager of Tax Services- Private Wealth

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Position Overview

• As a Senior Manager in Wealth Tax – Trusts & Estates, you will serve as a senior
• technical and client-facing leader, advising high-net-worth individuals and
• families on complex fiduciary tax matters. You will oversee multiple
• engagements, mentor managers and staff, and play a key role in expanding the
• firm’s private client services.

Responsibilities

• Lead and review complex fiduciary, estate, and gift tax engagements, ensuring

technical accuracy and timely delivery.

• Serve as a primary advisor to high-net-worth individuals, family offices,

trustees, and fiduciaries on estate and wealth transfer planning.

• Design and implement advanced estate, gift, and GST tax strategies, including

charitable planning and multi-generational wealth transfer.

• Provide guidance on trust administration, fiduciary accounting issues, and

complex income tax matters for trusts and estates.

• Maintain strong client relationships and identify opportunities to expand

services across tax, advisory, and assurance practices.

• Supervise, mentor, and develop Managers, Senior Associates, and staff;

provide leadership on technical training and development.

• Collaborate closely with attorneys, investment advisors, and estate planners

to deliver integrated client solutions.

• Monitor legislative developments and proactively advise clients and internal

teams on emerging trust and estate tax issues.

Qualifications

• Bachelor’s degree in Accounting or Finance; CPA required. JD or LL.M. in

Taxation strongly preferred.

• Minimum of eight (8) years of progressive experience in trust and estate

taxation.

• Advanced knowledge of fiduciary income tax, estate and gift tax planning, and

wealth preservation strategies.

• Strong experience advising high-net-worth individuals and family offices.

• Demonstrated leadership and mentoring capabilities.

• Excellent communication and client advisory skills.

If you like wild growth and working with happy, enthusiastic over-achievers,

you'll enjoy your career with us!