Tax Manager

RemX | The Workforce Experts; United States; On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

Growth opportunity

Collaborative team environment

Excellent culture & leadership

Job summary

A professional recruiting firm is seeking a Tax Manager to join its team. The role involves managing fiduciary tax filings and overseeing tax preparation processes. Candidates should have a Bachelor's degree in Accounting, CPA certification, and at least 5 years of tax preparation experience, especially in trust and estate matters. This is a great opportunity for growth as the department evolves. Interested candidates should be open to relocating to Knoxville with a target start date in early 2026.

Qualifications

• 5+ years of tax preparation experience, preferably with trust and estate.
• Strong analytical skills with attention to detail.
• Excellent communication skills.
• Strong analytical and organizational skills.
• Detail-oriented with excellent communication abilities.

Responsibilities

• Lead preparation and review of 1099s and other tax documents.
• Review trust, estate, and entity tax returns.
• Manage estimated tax payments and coordinate with outside tax preparers.
• Educate Relationship Managers on fiduciary tax matters.
• Manage estimated tax payments and coordinate with outside tax preparers.
• Support trust onboarding, compliance reviews, and complex tax calculations.
• Educate Relationship Managers on fiduciary tax matters.

Skills

Analytical skills

Organizational skills

Communication abilities

Detail-oriented

Education

Bachelor's degree in Accounting

CPA

Job description

RemX Recruiting Firm is hiring a Tax Manager to support our client for its Wealth Management, Personal Trust, and Estate clients. This role manages fiduciary tax filings, oversees tax preparation vendor, and partners with trust, legal, and compliance teams to ensure accurate and timely tax reporting.

Key Responsibilities

• Lead preparation and review of 1099s, grantor letters, and state filings
• Review trust, estate, and entity tax returns (1041s, 5227s, 990-PFs)
• Prepare estate and GST tax returns
• Oversee gifting compliance and cost-basis updates
• Manage estimated tax payments and coordinate with outside tax preparers
• Support trust onboarding, compliance reviews, and complex tax calculations
• Educate Relationship Managers on fiduciary tax matters

Qualifications

• Bachelor’s degree in Accounting
• CPA required
• 5+ years of tax preparation experience (trust/estate experience preferred)
• Strong analytical and organizational skills
• Detail-oriented with excellent communication abilities

Why This Client?

• A mission-driven, client-focused culture with collaborative teams and meaningful work in trust and estate services.
• Excellent culture & leadership
• Long-standing top reputation in Knoxville (East TN)
• Growth opportunity to build the department in the future & lead a team
• Competitive salary, benefits & nice work environment

If you are ready for a challenge and exciting change in your tax career, this is an excellent opportunity for a tax CPA. Open to candidates willing to relocate to Knoxville. Targeting start date in 1st quarter 2026. Will train with incumbent who is retiring.