Tax Manager – Estate, Gift & Trust
Oversee tax planning and compliance for ultra-high-net-worth clients. Full-time. Earn $80,000-$100,000 yearly. Excellent for experienced CPAs or JDs seeking leadership and growth.
Role Overview and Responsibilities
The Tax Manager – Estate, Gift & Trust (UHNW Planning) position offers a generous annual salary of $80,000 to $100,000. This is a full-time opportunity ideal for finance professionals seeking stability and career growth.
In this role, your main responsibilities include handling tax consulting and compliance specifically for ultra-high-net-worth clients. You’ll be responsible for managing several client engagements simultaneously.
Day to day, expect to create tax plans, prepare returns and provide strategic guidance to high-value individuals. You’ll also be engaged in problem-solving and proactive client communication.
Additionally, contributing to business development and mentorship within the team is a key part of the job. Juggling multiple priorities, attention to detail, and strong leadership are a must.
This role is best suited for those who hold a CPA or JD and have at least five years of related work experience.
Pros: Leadership and Career Advancement
This position offers clear opportunities for career advancement and visibility within a leading firm. With leadership duties, you can significantly expand your professional development.
The salary is competitive and in line with industry benchmarks, ensuring your efforts are well-compensated. The full-time structure gives job security and long-term stability.
You will be managing prestigious clientele, giving you a chance to develop meaningful client relationships with ultra-high-net-worth individuals. This experience can translate into invaluable expertise over time.
The client-facing nature of the work enhances your interpersonal and communication skills daily, setting you up for even broader roles in the future.
Mentorship and collaboration are strongly encouraged, fostering personal and professional growth in a supportive environment.
Cons: High Demand and Pressure
Handling ultra-high-net-worth accounts means expectations are extremely high. Clients will expect responsiveness and flawless execution.
The workload can be demanding, especially during tax season or when managing multiple deadline-driven projects. Balancing these priorities is challenging.
Requirements include a CPA or JD and significant prior experience, making this role inaccessible to those lacking these credentials.
As a client-facing manager, occasional overtime may be required, limiting flexibility during peak times.
Few entry-level learning opportunities, so it is best for someone well-established in their tax career rather than newcomers.
Verdict final
For seasoned accounting professionals with a passion for estate, gift, and trust planning, this Tax Manager opportunity stands out for its competitive salary and leadership focus.
If you have the required background and thrive in high-responsibility, client-centric environments, applying for this role could be the right career move. The rewards and experience gained far outweigh the role’s challenges.
