Tax Manager

Brewer Morris; Cranford (NJ); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Medical, Dental, and Vision insurance

401(k) plan with profit-sharing

Paid parental leave and generous PTO

Discretionary performance bonus

Job summary

A growing tax practice is seeking a Tax Manager to join its Trust and Estate team in Cranford, NJ. This role involves leading engagements, advising clients on tax strategies, and managing a team of professionals. Ideal candidates should have a Bachelor's degree in Accounting, CPA certification, and extensive experience in trust and estate tax matters. Competitive compensation and excellent benefits are offered for this full-time position.

Qualifications

• Minimum 7 years of experience in trust, estate, and gift tax matters.
• Strong background in public accounting and estate/inheritance tax compliance.
• Ability to work additional hours as needed to meet client deadlines.

Responsibilities

• Provide high-level fiduciary, personal income, gift, and estate tax compliance and planning services.
• Review individual, fiduciary, estate, and gift tax returns.
• Manage client relationships and oversee all aspects of client accounts.

Skills

Excellent communication

Analytical skills

Client service skills

Education

Bachelor's degree in Accounting

MST, JD or LL.M.

CPA, EA or equivalent certification

Tools

ProSystem fx

Axcess Tax

GEMS

Checkpoint

BNA

Job description

Overview

Location: Cranford, NJ (Hybrid - 3 days in office per week)

Job Type: Full-Time

A growing tax practice is seeking a Tax Manager to join its Trust and Estate team, providing estate planning and tax compliance services to high-net-worth individuals, families, and fiduciaries. This role offers the opportunity to lead complex engagements, advise clients on tax strategies, and manage a team of professionals.

Base pay range

$120,000.00/yr - $150,000.00/yr

Responsibilities

• Provide high-level fiduciary, personal income, gift, and estate tax compliance and planning services.
• Review individual, fiduciary, estate, and gift tax returns, as well as estate and trust fiduciary accountings.
• Handle federal and state tax notices and audits.
• Research tax laws and prepare technical memoranda and planning strategies.
• Analyze estate planning legal documents and advise on tax implications.
• Manage client relationships and oversee all aspects of client accounts.
• Lead and mentor team members, manage workloads, and support professional development.
• Participate in business development through networking, public speaking, and authoring articles.

Qualifications

• Bachelor’s degree in Accounting required; MST, JD, or LL.M. preferred.
• CPA, EA, or equivalent certification required.
• Minimum 7 years of experience in trust, estate, and gift tax matters.
• Strong background in public accounting and estate/inheritance tax compliance (Forms 1041, 709, 5227, ESBT, QSST).
• Excellent communication, analytical, and client service skills.
• Experience with tax research tools and software (e.g., ProSystem fx, Axcess Tax, GEMS, Checkpoint, BNA).
• Ability to work additional hours as needed to meet client deadlines.

Benefits

• Medical, Dental, and Vision insurance
• Life and AD&D insurance (basic and voluntary)
• 401(k) plan with profit-sharing
• Flexible Spending and Health Savings Accounts
• Paid parental leave and generous PTO
• Paid firm holidays
• Commuter and parking benefits
• Wellness and work-life programs
• Community involvement and volunteering opportunities
• Training, certification support, and professional development programs
• Discretionary performance bonus