Senior Tax Manager – Estates, Trusts, and Fiduciary Taxation

Senior Tax Manager – Estates, Trusts, and Fiduciary Taxation

Revonary Accountants & Advisors, LLC is seeking an experienced Senior Tax Manager specializing in trusts, estates, and fiduciary taxation to join our team. If you excel in 1041 preparation and review, estate and gift tax returns, fiduciary accounting, and advising high-net-worth families, this role offers the opportunity to lead and grow a sophisticated practice area within our firm.

We are looking for a highly technical, detail-oriented professional with strong recent public accounting experience. The ideal candidate brings deep knowledge of estate and trust compliance, strong communication and client-facing skills, and the ability to manage complex engagements with independence and accuracy.

This position offers a clear path to practice leadership and future partnership for candidates who want to build and lead our estate and fiduciary tax offering.

Revonary has proudly served individuals, families, and closely held businesses for more than thirty years. We blend large-firm expertise with high-touch client service, creating the kind of environment where talented professionals can do their best work.

About the Job

• Fast-paced, client-focused, and service-driven environment
• Complex and rewarding fiduciary and estate work with opportunities for technical specialization
• Collaborative culture with opportunities to influence processes and best practices
• Flexible hybrid work model with summer Fridays (June/July), casual attire, and remote options
• Hybrid role with office locations in Rye Brook, NY, and Bloomfield Hills, MI

Requirements

• Bachelor’s degree in Accounting (or Business with an Accounting emphasis)
• CPA required; additional estate/trust credentials (e.g., CFP, PFS, or trust/estate coursework) a plus
• 7–10 years of recent public accounting experience
• Demonstrated expertise in fiduciary taxation, including 1041s, 706s, 709s, and estate/trust accounting
• Experience working with high-net-worth individuals, estate attorneys, and trust officers
• Proficiency with QuickBooks, CCH Axcess, BNA, and fiduciary accounting systems
• Strong research skills and a commitment to staying current on estate and trust tax developments

Position Responsibilities

• Prepare and review fiduciary income tax returns (1041), estate tax returns (706), and gift tax returns (709)
• Oversee fiduciary accounting, including formal accountings for trusts and estates
• Provide high-level tax planning for complex trusts, estate settlements, and wealth transfer strategies
• Collaborate with attorneys, trustees, executors, and beneficiaries on tax, reporting, and distribution matters
• Analyze estate plans, trust instruments, and related documents to ensure accurate tax treatment
• Manage compliance calendars, extensions, projections, and estimated tax planning
• Correspond with taxing authorities regarding fiduciary and estate-related matters
• Mentor staff and contribute to building the firm’s fiduciary/estate practice
• Maintain strong client relationships and deliver exceptional advisory support

What We Offer

• Health, Dental, Vision, and Life Insurance
• 401(k) plan with matching
• Paid Time Off and Dependent Care Benefits
• Flexible Spending Account (FSA) plan
• Hybrid schedule with flexible hours
• Summer Fridays (June/July)
• Casual attire and remote work options
• A culture that truly values work‑life balance outside of tax season

About Revonary Accountants & Advisors, LLC

Revonary has provided outstanding service to clients for more than thirty years. We combine large‑firm technical expertise with personalized client service, supporting individuals, families, and growing businesses. Our team delivers a full suite of accounting, tax, and advisory services designed to help clients manage their growth, preserve wealth, and achieve long‑term financial goals.