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Position Overview

The **Tax Manager – Trust & Estate** will be responsible for managing and reviewing complex tax engagements, with a particular focus on trust, estate, and high-net-worth individual returns. This role involves direct client interaction, detailed tax preparation and review, and leadership in ensuring accuracy, compliance, and exceptional client service.

The ideal candidate has a strong background in public accounting, excellent attention to detail, and the ability to manage multiple priorities while maintaining a professional and collaborative demeanor.

Key Responsibilities

+ Prepare and review complex individual, trust, estate, partnership, and corporate income tax returns.

+ Manage multiple client engagements simultaneously, ensuring deadlines are met and deliverables exceed expectations.

+ Provide technical tax guidance and review work completed by staff to ensure accuracy and compliance with current tax laws and regulations.

+ Interact directly with clients to address tax planning, compliance questions, and long-term strategies.

+ Research and resolve complex tax issues related to trusts and estates.

+ Maintain up-to-date knowledge of relevant tax regulations and accounting standards.

+ Mentor and support junior team members through training, feedback, and performance development.

Minimum Requirements

+ Bachelor’s degree in Accounting, Finance, or related field (Master’s in Taxation or CPA preferred).

+ 2+ years of public accounting experience, with exposure to trust and estate taxation preferred.

+ Strong knowledge of individual, partnership, and corporate tax preparation and review.

+ Excellent written and verbal communication skills.

+ Highly detail-oriented, organized, and able to manage multiple priorities.

+ Professional demeanor, positive attitude, and commitment to high-quality client service.

+ Collaborative team player who is receptive to constructive feedback and focused on continuous improvement.

**Pay Details:** $120,000.00 to $150,000.00 per year

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://uat.adecco.com/en-us/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

+ The California Fair Chance Act

+ Los Angeles City Fair Chance Ordinance

+ Los Angeles County Fair Chance Ordinance for Employers

+ San Francisco Fair Chance Ordinance

**Massachusetts Candidates Only:** It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.