Estate & Trust Tax Manager
This role is with a direct client of Aprio Talent Solutions.Role Title: Estate & Trust Manager, Senior Manager, or Partner level *****(Open to any level)Location: 100% REMOTE -- MUST BE IN TEXASEmployment Type: Full-Time / PermanentClient Industry: Public AccountingCompensation: $130 - $250k + bonus (Comp is dependent on level and experience)Summary:Our client, an established full-service public accounting firm with deep roots in Texas, is seeking a senior Estate & Trust Tax professional with a clear path to Partner. This role leads complex tax planning and compliance for high-net-worth individuals, private foundations, and family offices, while managing and developing a team of tax professionals. It is fully remote within the state of Texas.Why It's Worth Your TimePartnership track is explicit — the firm will hire at Manager through Partner level depending on experience.Remote within Texas — no relocation, no commute, full flexibility.Join an established T&E practice at a firm with a long-standing history and a stable, loyal client base.Direct client relationships with high-net-worth individuals, family offices, and private foundations — meaningful, complex work.Firm-funded professional development, community involvement support, self-managed PTO, and half-day Fridays seasonally.What You'll OwnDevelop and execute comprehensive tax strategies for high-net-worth clients focused on wealth transfer and tax minimization.Manage and review estate, gift, and trust tax returns for accuracy and full regulatory compliance.Advise clients and the firm on evolving tax code changes and their implications for estate and trust matters.Structure and oversee private foundation compliance, including all tax requirements.Partner with family offices to address tax implications and optimize financial structures.Supervise, mentor, and develop a team of tax professionals on complex T&E issues.Manage client relationships and expectations across a diverse, multi-generational HNW client base.Must-Haves10+ years of experience in estate and trust tax planning and compliance.Active Texas CPA license.Strong knowledge of private foundations and family office structures, including related tax implications.Experience managing and reviewing estate, gift, and trust tax returns.Proven team leadership and staff development experience.Bachelor's degree in Accounting with sufficient accounting hours to meet Texas CPA requirements.Nice to HaveExperience advising multi-generational family wealth structures.Background in closely held business succession planning.Prior involvement in business development or client origination.