Tax Manager & Senior Manager (HNW/Estate Trust)

Tax Manager & Senior Manager (HNW/Estate Trust)

Tax Manager & Senior Manager (HNW/Estate Trust)

1 day ago Be among the first 25 applicants Macpower Digital Assets Edge formerly MDA Edge provided pay range

This range is provided by Macpower Digital Assets Edge formerly MDA Edge. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range

$140,000.00/yr - $165,000.00/yr Position Summary:

We are seeking a strategic and detail-oriented

Tax Manager

to lead complex engagements involving

HNWIs, estates, trusts, and gift tax planning . The ideal candidate is a tax leader who enjoys building long-term client relationships and navigating nuanced tax situations involving wealth, succession, and legacy planning.

Key Responsibilities

Manage and review complex individual, fiduciary (Form 1041), estate (Form 706), and gift tax (Form 709) returns Advise HNWI clients on estate planning, trust structuring, charitable giving, and wealth transfer strategies Lead client engagements from planning through delivery, ensuring high-quality service and compliance Provide oversight, mentoring, and technical training to tax staff and seniors Liaise with attorneys, investment advisors, and fiduciaries to coordinate tax strategies Stay current on federal and state tax laws impacting estates, trusts, and wealthy individuals Identify planning opportunities and contribute to business development activities Maintain strong client relationships and serve as the go-to tax resource

Basic

Qualifications:

CPA required; MST, JD, or LLM in Taxation strongly preferred Minimum 57 years of public accounting experience, with a focus on HNWIs, estates, and trusts In-depth knowledge of federal and state fiduciary and estate tax laws Excellent communication skills with the ability to convey complex tax concepts to clients Proven leadership and client management abilities Experience with tax software (e.g., CCH Axcess, ProSystem fx, or similar)

Seniority level

Seniority level Mid-Senior level Employment type

Employment type Full-time Job function

Job function Accounting/Auditing and Finance Industries Staffing and Recruiting Referrals increase your chances of interviewing at Macpower Digital Assets Edge formerly MDA Edge by 2x Sign in to set job alerts for “Senior Tax Manager” roles.

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