Tax Manager - Fiduciary Tax

About the RoleWe’re seeking an experienced Tax Manager to lead fiduciary tax compliance within a collaborative client-office environment. This role supports the complex, long-term needs of the clients we serve and partners closely with our corporate and individual tax teams to deliver a coordinated, cross-functional approach to tax compliance across trusts, individuals, and closely held entities.As part of a small, experienced tax team, this position focuses on delivering thoughtful, accurate, and well-coordinated fiduciary tax compliance. It is an excellent opportunity for professionals from public accounting or private wealth who want to apply strong technical expertise at a more sustainable pace—one that values thoughtful work, continuity, balance, and discretion while supporting sophisticated planning and long-term stewardship for multigenerational clients.Key ResponsibilitiesLead the preparation, review, and oversight of fiduciary income tax returns, including complex trustsPartner closely with other professionals to support an integrated, client-centric approach to tax compliance and planningMonitor deadlines, estimates, and filings while maintaining high standards of accuracy and documentationResearch and analyze fiduciary tax issues and clearly document conclusions for internal and external useCoordinate with outside accounting firms, advisors, and other professional partners as appropriateContribute to process improvements and best practices within the client office tax functionQualificationsBachelor’s degree in Accounting, Finance, or a related field; advanced tax degree a plusCPA preferred5+ years of fiduciary tax experience (trusts, estates, and individual income tax compliance), ideally in public accounting or private wealthStrong attention to detail, sound judgment, and reliable follow-throughProfessional presence and a demonstrated commitment to confidentiality and discretionWhy This RoleJoin a stable, relationship-driven client office where long-term stewardship and trusted partnerships are the standardStep into a highly visible role on a small, experienced tax leadership team—with access to decision-makers and the ability to influence how work gets doneOwn fiduciary taxation from day one, with a clear runway to broaden into the full client-office ecosystem (estate planning, investments, trust accounting/administration, and relationship management)Tackle sophisticated structures in an environment built for sustainable pacing—high standards without constant fire drillsEnjoy a collegial, collaborative culture with a flexible hybrid schedule and a strong commitment to technology-enabled continuous improvement