Strategic Trusts & Estates Tax Leader

Wright Staffing Source; Charlotte (NC); On-site; USD 160,000 - 180,000; Full time

Job summary

A professional staffing agency in Charlotte, North Carolina is looking for a Senior Tax Manager with expertise in trusts and estates. The successful candidate will manage tax compliance and lead strategic planning for high-net-worth clients. Applicants should have a minimum of 5 years of relevant experience and a CPA license is essential. Strong communication skills and the ability to manage client relationships are key. This position offers a competitive salary ranging from $160,000.00 to $180,000.00.

Qualifications

• Minimum 5 years of experience in tax with focus on trusts and estates required.
• CPA license is mandatory.
• Proficiency in tax software and strong understanding of relevant tax laws.

Responsibilities

• Prepare and review trust, estate, and gift tax returns.
• Develop and implement strategic tax planning solutions.
• Build and maintain client relationships.
• Stay updated on tax laws and conduct thorough research.
• Supervise and mentor junior team members.
• Identify process improvements for tax services.

Skills

Tax compliance for trusts and estates

Client relationship management

Research and analysis of tax laws

Process optimization

Mentoring junior team members

Education

Bachelor's degree in Accounting or Finance

Master’s in Taxation

Tools

ProSystem fx

UltraTax

Job description

Charlotte, North Carolina, United States

$ 160,000.00 - 180,000.00 (US Dollar)

We are seeking an experienced Senior Tax Manager with a specialized focus on trusts and estates. This role requires a hands-on professional with a strong technical background, leadership capabilities, and the ability to manage complex client relationships. The ideal candidate will bring expertise in trust and estate tax compliance, planning, and consulting, and will play a key role in supporting our high-net-worth clients.

Key Responsibilities:

Trust and Estate Tax Compliance: Prepare and review complex trust, estate, and gift tax returns (Forms 1041, 706, and 709), ensuring accuracy and compliance with current regulations.

Tax Planning and Advisory: Collaborate with clients to develop and implement strategic tax planning solutions for trusts, estates, and high-net-worth individuals.

Client Management: Build and maintain strong relationships with clients, providing proactive guidance on tax strategies, compliance matters, and legislative changes.

Research and Analysis: Stay current on federal, state, and local tax laws, performing in-depth research on complex tax issues and presenting findings in clear, actionable ways.

Team Leadership: Supervise, mentor, and develop junior team members, providing guidance and support to enhance their technical and professional skills.

Process Optimization: Identify and implement process improvements to increase efficiency and accuracy in tax preparation and advisory services.

Qualifications:
Education: Bachelors degree in Accounting, Finance, or a related field (Masters in Taxation or related discipline preferred).

Certification: CPA license is required.

Experience:
Minimum of 5 years of experience in tax, with a focus on trusts and estates.
Experience in public accounting, wealth management, or a specialized tax advisory firm is highly preferred.

Technical Skills:
Proficiency with tax software (e.g., ProSystem fx, UltraTax, or similar) and accounting tools.
Strong understanding of tax laws and regulations related to trusts, estates, and high-net-worth individuals.

Soft Skills:
Exceptional communication and interpersonal skills.
Proven ability to manage multiple projects, prioritize tasks, and meet deadlines.
High attention to detail with strong analytical and problem-solving abilities.

How to Apply:
Apply directly to this ad by submitting your application on this page, or send your resume, cover letter, and additional information to [e-mail]

Be sure to include the job title and location in the subject line for immediate consideration.