Hybrid Trusts & Estates Tax Manager

True North Consultants, Inc.; Phoenix (AZ); Hybrid; USD 100,000 - 150,000; Full time

Job summary

True North Consultants, Inc. in Phoenix seeks an experienced Trusts and Estates Tax Manager. This hybrid role (3 in office / 2 work-from-home) offers a base salary of $100,000–$150,000 depending on experience.

Responsibilities include reviewing Form 1041 fiduciary returns and Form 706 estate tax returns, leading engagements, ensuring compliance, and communicating with clients, including in-person meetings. You’ll mentor junior staff and stay current with fiduciary tax law changes.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• 5+ years of specialized trust and estate tax experience.
• CPA strongly preferred.
• High ethical standards and client-focused mindset.

Responsibilities

• Review and prepare fiduciary income tax returns (Form 1041) and estate tax returns (Form 706).
• Lead multiple tax engagements delivering quality tax prep, research, planning, and consulting.
• Ensure compliance with fiduciary, tax and estate laws.
• Communicate issues, recommendations, and opportunities to clients, including in-person meetings.
• Provide guidance and training to junior staff and collaborate to meet deadlines.
• Stay current with fiduciary, tax, and estate law changes and participate in professional development.
• Proactively improve processes and adapt to regulatory changes.

Skills

Excellent communication skills

Client-focused mindset

Self-motivated

Team player

Ethical standards

Education

Bachelor's degree in Accounting or Finance

CPA certification (preferred)

Job description

True North Consultants, Inc. in Phoenix seeks an experienced Trusts and Estates Tax Manager. This hybrid role (3 in office / 2 work-from-home) offers a base salary of $100,000–$150,000 depending on experience.

Responsibilities include reviewing Form 1041 fiduciary returns and Form 706 estate tax returns, leading engagements, ensuring compliance, and communicating with clients, including in-person meetings. You’ll mentor junior staff and stay current with fiduciary tax law changes.