Tax Manager & Senior Manager (HNW/Estate Trust)

Position Summary: We are seeking a strategic and detail-oriented Tax Manager to lead complex engagements involving HNWIs, estates, trusts, and gift tax planning. The ideal candidate is a tax leader who enjoys building long-term client relationships and navigating nuanced tax situations involving wealth, succession, and legacy planning.

Key Responsibilities:

• Manage and review complex individual, fiduciary (Form 1041), estate (Form 706), and gift tax (Form 709) returns


• Advise HNWI clients on estate planning, trust structuring, charitable giving, and wealth transfer strategies


• Lead client engagements from planning through delivery, ensuring high-quality service and compliance


• Provide oversight, mentoring, and technical training to tax staff and seniors
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