Tax Manager – Estate, Gift & Trust
Lead estate, gift, and trust tax planning for ultra-high-net-worth clients with an $80,000 – $100,000 yearly salary. Collaborative team, strong client focus, CPA or JD required.
If you’re seeking a dynamic, client-facing role in the field of finance and accounting, this Tax Manager – Estate, Gift & Trust position could be your ideal next step. This is a full-time opportunity with an attractive annual salary between $80,000 and $100,000, offering significant earning potential. The role emphasizes technical expertise, relationship building, and collaboration, making it appealing for experienced professionals eager for growth.
This position is tailored to those with a CPA or JD and at least five years of experience in estate, gift, and trust tax planning. If you value a supportive environment where your technical skills are put to the test daily and offers real impact for ultra-high-net-worth clients, this is an excellent chance to advance your career. The collaborative nature of the workplace further enhances the day-to-day experience.
As an independent reviewer, I’ve examined the highlights of this job, focusing on what candidates can expect, what the firm offers, and where it stands out, helping you decide if this is the right move for you.
Key Duties and What to Expect
As the Tax Manager – Estate, Gift & Trust, your main responsibility revolves around providing in-depth tax planning and compliance services for ultra-high-net-worth individuals.
You will manage multiple client engagements simultaneously, handling both technical reviews and direct client conversations. Collaboration with team members is essential for ensuring accuracy and innovation in service delivery.
Day-to-day, you’ll act as a subject matter expert while guiding less experienced staff. You’ll be tasked with proactively identifying planning opportunities and presenting tailored strategies to clients.
The firm seeks someone who brings a solutions-oriented mindset, delivers high-quality consulting, and can maintain strong, lasting relationships. Technical excellence and people skills go hand in hand here.
Attention to evolving tax laws and regulations is also crucial, as is regular professional development to keep your expertise up-to-date.
Strengths and Opportunities
This role stands out for its competitive pay and the prestige of advising ultra-high-net-worth clients. Compensation is above market for similar positions and reflects the complexity of the work.
Another major benefit is the ability to operate in a collaborative, best-in-class team setting. If you thrive in environments that value teamwork and knowledge sharing, you’ll fit right in.
Professional growth is highly encouraged, meaning you’ll have ongoing learning opportunities and exposure to new estate and trust planning challenges.
The firm’s focus on client relationships also means you’re never siloed; every day is different.
This is a great fit for those who want deeper responsibilities and meaningful impact in their work.
Потенциальные недостатки
The main challenge is the high level of responsibility and complexity. Serving ultra-high-net-worth clients requires precision and a continuous learning mindset.
The workload can be intense, especially during key tax seasons. Meeting client needs on tight deadlines can demand extra hours and attention to detail.
Окончательный вердикт
If you have the required experience and appreciate both technical and client-focused duties, this Tax Manager position offers not only excellent pay but also room to grow, learn, and make a genuine difference. It’s highly recommended for ambitious finance professionals ready for the next level in their careers.
