Tax Manager – Estate, Gift & Trust
Lead tax consulting and compliance for ultra-high-net-worth clients. Enjoy a high salary, leadership opportunities, and an outstanding professional support structure.
The Tax Manager – Estate, Gift & Trust (UHNW Planning) position stands out for professionals aiming for impact and professional satisfaction. This full-time opportunity brings a competitive salary range of $80,000 to $100,000 yearly. The position is designed for experienced accountants and legal professionals with at least 5 years’ practice managing complex tax needs, including ultra-high-net-worth clients seeking tailored estate and gift solutions. A CPA or JD is required for eligibility.
Daily Responsibilities and Core Functions
This role focuses on advanced tax consulting, compliance, and oversight of trust and estate plans tailored for ultra-high-net-worth individuals (UHNW).
Expect to manage multiple tax engagements, foster strong client relationships, and contribute to key firm initiatives.
Tax planning, document preparation, and ongoing policy review form major parts of the workday.
You’ll collaborate with clients, legal advisors, and internal teams, ensuring end-to-end quality across all financial aspects.
Leadership in firm growth and mentoring junior staff are also significant parts of this challenging but rewarding post.
पद के लाभ
The high salary is a major attraction, providing financial benefits for experienced candidates looking for a next step in their career.
Leadership opportunities and firm growth potential enable managers to build their track record and skill set for future advancement.
With the support of a leading public accounting firm, you’ll gain ongoing resources for professional development and growth.
चुनौतियाँ और विचार
The primary challenge comes from managing a complex workload across multiple clients, which requires sharp organizational skills.
Meeting the high expectations of ultra-high-net-worth clients can sometimes mean longer hours or increased performance pressure.
Staying updated with ever-changing tax laws and legal requirements is necessary, so ongoing education is part of the role.
Final Review: Who Should Apply?
This role is perfect for experienced professionals ready for the next level in tax management, particularly those who thrive in dynamic, client-centered environments.
Those with proven technical proficiency and a passion for client service will find this position highly rewarding.
