Trust & Estate Tax Manager

The Bonadio Group is seeking an experienced trust and estate tax professional to help expand our fiduciary estate and gift tax services. This individual will serve as a trusted advisor to trustees executors beneficiaries high-net-worth individuals families and their professional advisors. The role combines hands-on leadership of complex compliance engagements with proactive planning technical consultation team development and process improvement. The successful candidate will strengthen delivery capacity while helping shape an integrated Private Wealth tax offering over time.

Responsibilities:

• Manage or lead complex fiduciary income tax estate tax gift tax and related individual tax compliance engagements including technical review and timely delivery.

• Advise trustees executors beneficiaries and families on fiduciary income taxation estate and gift tax matters wealth-transfer strategies estate administration considerations and related planning opportunities.

• Analyze trust agreements and related legal documents to determine tax reporting requirements planning opportunities and implications associated with complex trust structures and multistate fiduciary matters.

• Research and resolve complex federal and multistate fiduciary estate gift charitable private foundation and individual tax matters and communicate conclusions clearly to clients and engagement teams.

• Coordinate with attorneys financial advisors trust companies family office professionals and other advisors to support a comprehensive client experience and integrated wealth planning strategies.

• Oversee engagement scope staffing workflow budgets billing risk management and filing deadlines.

• Mentor and develop professionals through technical review coaching training and meaningful delegation.

• Identify opportunities to standardize processes improve workflow and use technology and automation to strengthen quality and capacity.

• Collaborate across service lines to deliver integrated solutions that address clients personal family business wealth-transfer charitable and succession-planning objectives.

Required Qualifications:

• A minimum bachelors degree in taxation accounting law or a related field

• Active CPA license JD or EA

• A minimum of five years of progressive public accounting or equivalent tax experience

• Experience preparing and reviewing fiduciary income tax returns and related trust and estate tax compliance including exposure to estate administration wealth-transfer planning or complex trust structures

• Strong technical knowledge of fiduciary income estate gift and individual taxation including experience or exposure to multistate fiduciary issues and nonresident trust considerations

• Experience managing complex engagements multiple priorities and client relationships in a collaborative fast paced environment

• Experience supervising reviewing and developing professional staff

• Strong written and verbal communication skills sound judgment and the ability to explain complex matters clearly

• Proficiency with tax software and Microsoft Office applications
  
  The salary range for this position is between $100000 and $125000 and commensurate with experience

Hours of Operation:

• Our standard office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday.

• Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday with Flex Friday scheduling available in accordance with firm policy and business needs.

• We pride ourselves on our flexibility; however the ability to work additional hours will be needed at peak times.

At The Bonadio Group we believe an inclusive work environment allows all of our people to achieve their greatest potential and deliver the greatest results for our clients and communities. The Bonadio Group is committed to equal treatment and opportunity for all people and to fostering and managing diversity in the workplace as an integral part of our practice and service to clients.

In the fast-changing accounting industry Bonadio is always on the cutting edge of growth and innovation. With our great mentoring and training programs youll be exposed to a variety of work have the ability to help clients succeed and be able to pave your own path forward. Apply online get on board and grow with us. Youll be glad you did!

The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position and approval to submit candidates from Talent Management.

All communications from The Bonadio Group regarding recruitment and hiring will come from an@email address. Our process includes a discussion with our Talent Management you have any questions or concerns please contact us immediately at or via e-mail at:.

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