Senior Estate & Trust Tax Manager

Berndt CPA LLC; Madison (WI); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Work-life balance

Mentorship opportunities

Flexible work environment

Job summary

A progressive accounting firm in Madison, Wisconsin seeks a Trust and Estates Tax Manager to provide advanced technical and advisory services for fiduciary tax matters. The ideal candidate will have 7-10 years of experience, a CPA certification, and strong client relationship skills. Responsibilities include preparing tax returns, advising clients, and mentoring staff. The firm values work-life balance and aims to foster long-term client relationships within a supportive team environment.

Qualifications

• 7-10 years of progressive tax experience with focus on trusts and estates.
• Ability to manage multiple clients, priorities, and deadlines.
• Experience in reviewing tax returns and providing technical guidance.

Responsibilities

• Prepare and review fiduciary, estate, gift, and income tax returns.
• Provide proactive tax planning and advisory services.
• Advise clients on complex trust and estate tax matters.

Skills

Fiduciary tax knowledge

Estate planning

Client relationship management

Strong communication

Collaborative teamwork

Education

Bachelor's degree in accounting

CPA certification

Job description

A progressive accounting firm in Madison, Wisconsin seeks a Trust and Estates Tax Manager to provide advanced technical and advisory services for fiduciary tax matters. The ideal candidate will have 7-10 years of experience, a CPA certification, and strong client relationship skills. Responsibilities include preparing tax returns, advising clients, and mentoring staff. The firm values work-life balance and aims to foster long-term client relationships within a supportive team environment.