Tax Manager - Trust & Estate
Summary
Oversees trust and estate tax compliance and planning for high-net-worth and fiduciary clients, with client management, staff mentoring, and business development support. Requires 5+ years of trust and estate tax experience, 3+ years in public accounting or professional services, a bachelor's degree, and CPA license or active pursuit.
Highlights
- Work Arrangement
- Hybrid
- Experience
- 5+ years Trust & Estate tax; 3+ years public accounting
- Education
- Bachelor’s in Accounting, Finance, or related field; Master’s in Taxation preferred
- License Required
- CPA license or active pursuit of CPA license
- Department
- Private Client practice
- Type
- Full-Time
Job description
Tax Manager Trust & Estate
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.
We are seeking a motivated and experienced Tax Manager specializing in Trust & Estate to lead a portfolio of high-net-worth and fiduciary clients. In this role, you will oversee all aspects of trust and estate tax compliance and planning, deliver client-focused solutions, mentor junior staff, and support business development within our Private Client practice. This role requires deep technical knowledge of trust and estate taxation, experience in public accounting, and the ability to manage multiple priorities while maintaining high-quality work and strong client relationships.
What you'll do
- Manage and oversee preparation, review, and timely filing of federal, state, and local fiduciary and estate tax returns including Form 1041, Form 1040, estate tax returns, and related schedules
- Provide tax planning and advisory services for trusts, estates, guardianships, and other fiduciary entities, including income tax, distribution planning, basis, and estate tax minimization strategies
- Serve as the primary client contact for assigned Trust & Estate engagements to build and maintain strong relationships with individual clients, trustees, executors, attorneys, and financial advisors
- Supervise, mentor, and develop staff accountants and seniors by assigning work, reviewing deliverables, providing technical guidance, and conducting performance feedback
- Conduct technical tax research, interpret changes in tax law impacting trust and estate matters, prepare memos, and present recommendations to clients and internal stakeholders
- Coordinate with our broader tax and wealth advisory teams on income tax, gift and estate planning, charitable planning, and family office matters
- Support business development activities including proposal preparation, client presentations, and cross-selling firm services to expand our Trust & Estate practice
- Ensure engagement profitability and quality through effective project management, budgeting, timely billing, and adherence to firm policies and professional standards
- Leverage tax software and practice tools while maintaining accurate documentation for compliance and audit readiness
What we need
- 5+ years of progressive Trust & Estate tax experience, including at least 3 years in public accounting or professional services with responsibility for client management
- Deep technical knowledge of fiduciary taxation, estate tax, gift tax, basis adjustments, fiduciary accounting, and related compliance matters
- Demonstrated experience preparing and reviewing complex fiduciary and estate tax returns including Form 1041 and estate tax forms
- Bachelor's degree in Accounting, Finance, or a related field
- CPA license or active pursuit of a CPA license
- Strong written and verbal communication skills with the ability to present complex tax concepts to clients and non-tax professionals
- Proven leadership and people-management abilities, including mentoring staff and leading cross-functional project teams
- Proficiency with tax research tools and common tax software
- High ethical standards, attention to detail, and the ability to manage multiple deadlines
Nice to have
- Master's in Taxation or a relevant advanced degree
Pay & benefits
- $145,000 - $165,000 /year DOE
- Competitive base salary commensurate with manager-level experience
Location & schedule
- West Michigan
- Hybrid
- Full-time
About & how to apply
We are a well-established firm with a sophisticated Private Client practice and a collaborative team environment across West Michigan. We focus on providing high-touch, premium advisory services to our clients while fostering the continuous career development of our professionals.
Ready to take the next step? Apply directly through this posting by attaching your resume. We review applications on a rolling basis and will reach out to qualified candidates to schedule a confidential discussion.
- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 08/25/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity EmployerAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.