Estate & Gift Tax Manager — Remote & Growth

MBE CPAs; Baraboo (WI); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Onsite work option

Hybrid work option

Remote work option

Relocation packages

Job summary

MBE CPAs is seeking Estate, Gift & Trust Tax Managers to lead client relationships and provide planning and compliance services related to wealth transfer and fiduciary taxation.

You will prepare and review estate, gift, and fiduciary returns; advise families and business owners; assist with trust administration; collaborate with attorneys, financial advisors, and service professionals. The firm offers on-site, hybrid, or remote work options and strong growth opportunities.

Qualifications

• 5+ years in a similar role within a public accounting firm.
• Bachelor's Degree in Accounting highly desired or equivalent work experience.
• CPA certification highly desired or ability to attain.

Responsibilities

• Prepare and review estate, gift, and fiduciary income tax returns.
• Advise individuals, families, and business owners on wealth transfer strategies.
• Assist with trust administration and tax compliance requirements.
• Collaborate with attorneys, financial advisors, and client service professionals.
• Build new and strengthen existing client relationships while understanding long-term family and business goals.
• Communicate and meet with clients as requested; provide recommendations for estate and trust planning opportunities.

Skills

Estate tax experience

Gift tax experience

Fiduciary taxation

Client relationship management

Tax planning

Education

Bachelor's Degree in Accounting

CPA certification

Job description

MBE CPAs is seeking Estate, Gift & Trust Tax Managers to lead client relationships and provide planning and compliance services related to wealth transfer and fiduciary taxation.

You will prepare and review estate, gift, and fiduciary returns; advise families and business owners; assist with trust administration; collaborate with attorneys, financial advisors, and service professionals. The firm offers on-site, hybrid, or remote work options and strong growth opportunities.