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Description

We are looking for an experienced Tax Manager to join our team in Worcester, Massachusetts. This role involves overseeing tax compliance and preparation for trusts and estates, while providing strategic advice to clients on tax planning and wealth transfer strategies. The ideal candidate will have a passion for delivering exceptional service, managing staff effectively, and contributing to business development efforts.

For immediate interview please call Victor Muller at 508 205 2136.

Responsibilities:

• Supervise the preparation and filing of federal and state tax returns for trusts and estates, including Forms 1041, 706, and K-1s.

• Conduct research on complex tax issues using available resources and provide actionable insights.

• Manage communications with tax authorities and ensure accurate compliance with regulations.

• Build and maintain strong relationships with clients, advisors, and trust administrators to address their tax needs effectively.

• Lead meetings with clients to discuss tax strategies, estate planning, and wealth transfer opportunities.

• Review work completed by less experienced staff and provide constructive feedback to maintain quality standards.

• Mentor and train tax staff to enhance their skills and performance.

• Identify opportunities for operational efficiencies to improve service delivery and profitability.

• Stay informed about changes in tax laws and assess their impact on client strategies.

• Perform and review complex fiduciary accounting tasks, including analyzing trust documents and investments.

Requirements • Bachelor’s degree in accounting or business administration; a master’s degree in taxation or accounting is preferred.

• A CPA license, JD, or Enrolled Agent designation is highly desirable.

• At least 5 years of recent experience in public accounting or trust tax.

• Demonstrated ability to manage staff and oversee multiple engagements successfully.

• Strong technical skills in fiduciary accounting and tax research.

• Excellent verbal and written communication skills.

• Proficiency in Microsoft Word, Excel, and relevant tax software applications.

• In-depth knowledge of fiduciary tax laws and concepts.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .