Estate Tax Manager

Cruit Group; Montgomery (AL); Hybrid; USD 90,000 - 140,000; Full time

Job summary

Cruit Group is seeking a Manager of Estate and Trust Tax for a hybrid role based in Alabama (Birmingham or Montgomery). The ideal candidate holds an active CPA license and has at least four years of progressive experience in public accounting focusing on estates and trusts.

The position involves managing complex tax filings, directing client engagements, and mentoring junior staff within a collaborative, growth‑oriented environment. Hybrid work supports client service and work‑life balance.

Qualifications

• Bachelor’s degree in Accounting is required.
• Active CPA credential is required.
• At least 4 years of progressive professional experience in public accounting.
• Strong background handling estate and trust tax matters.
• Excellent interpersonal communication with staff and clients.
• Ability to mentor, guide and develop junior professionals.

Responsibilities

• Evaluate and review intricate trust and estate tax filings, taking lead responsibility for the preparation of highly complex returns.
• Direct all phases of client engagements, including timeline management, resource allocation, administrative documentation, and cross-departmental coordination.
• Oversee the preparation and accuracy of related income tax returns.
• Collaborate with senior firm leadership to investigate complicated tax scenarios and advise clients on optimized financial solutions.

Skills

Estate & Trust Tax

Leadership & Mentoring

Client Communication

Education

Bachelor’s degree in Accounting

CPA license

Job description

Job Title

Manager, Estate and Trust Tax

Location

Hybrid (Birmingham, AL or Montgomery, AL)

Employment Type

Full-Time

About the Company

Our partner is a premier accounting and business advisory enterprise providing comprehensive services that extend well beyond standard audit and tax, encompassing HR consulting, corporate strategy, and technology risk management. Consistently recognized on national top-tier accounting firm rankings and celebrated locally as a premier workplace, they foster a highly supportive, inclusive environment built on professional camaraderie. They are dedicated to helping employees cultivate enduring relationships and achieve significant personal and career growth. Currently, our partner is seeking a highly experienced Tax Professional with specialized expertise in Estates and Trusts to join their hybrid team in either Birmingham or Montgomery, Alabama. The ideal candidate holds an active CPA license and brings a minimum of four years of relevant experience.

Core Responsibilities

Engagement Management & Technical Tax Preparation

• Evaluate and review intricate trust and estate tax filings, taking lead responsibility for the preparation of highly complex returns.
• Direct all phases of client engagements, including timeline management, resource allocation, administrative documentation, and cross-departmental coordination.
• Oversee the preparation and accuracy of related income tax returns.
• Collaborate with senior firm leadership to investigate complicated tax scenarios and advise clients on highly optimized financial solutions.

Team Leadership & Project Oversight

• Lead specialized internal projects from conception to completion.
• Supervise, mentor, and review the daily work of associates and senior associates.
• Provide leadership, guidance, and strategic direction to departmental staff, including personnel who do not report to you directly.

Business Development & Client Relations

• Cultivate, maintain, and deepen high-quality relationships with the firm’s clients.
• Actively participate in business expansion by marketing the firm’s diverse product and service offerings.
• Identify opportunities to cross-sell services to existing accounts and develop strategies to attract new business.

Minimum Requirements

• Bachelor’s degree in Accounting.
• Active CPA credential.
• At least 4 years of progressive professional experience in public accounting.
• Strong specialized background handling estate and trust tax matters.
• Exceptional interpersonal communication skills, with a proven ability to interface effectively with both internal staff and external clients.
• Demonstrated capability to mentor, guide, and develop junior professionals within a collaborative team environment.