Tax Manager

BrezQ; Wilmington (DE); On-site; USD 110,000 - 170,000; Full time

Job summary

BrezQ is seeking an experienced Tax Manager to lead complex tax compliance, fiduciary return reviews, and estate and trust analysis. You will partner with clients, attorneys, and internal teams to deliver advisory and compliance services while mentoring staff professionals.

The role requires a Delaware CPA or EA, 5+ years in public accounting, and hands-on experience with HNWI, partnerships, corporations, estates, and gift tax.

Qualifications

• Bachelor's degree in Accounting from an accredited university.
• Delaware CPA license or Enrolled Agent credential required.
• 5+ years of recent public accounting experience (or equivalent).
• Demonstrated hands‑on experience preparing and reviewing tax returns for HNWI, partnerships, corporations, estates, trusts, and gift tax.
• Excellent communication, time management, and ability to work independently to meet deadlines.

Responsibilities

• Review complex tax returns across multiple entity types (individual, partnership, S-Corp, C-Corp, estate, trust, gift).
• Analyze estate and trust documents and coordinate with clients, attorneys, and legal counsel to ensure timely filings.
• Perform technical tax research to maintain compliance while identifying strategic alternatives.
• Drive client relationship management and actively participate in business development initiatives.
• Supervise, review, and guide the technical work of tax staff professionals.

Skills

Tax compliance

Fiduciary advisory

Tax research

Client development

Leadership

Education

Bachelor's degree in Accounting

Tools

CCH Axcess Suite

Job description

Employment Type: Full-Time / Direct Hire

Seniority Level: Mid-Senior level (6–10+ years experience)

About the Role

We are seeking a dedicated and experienced Tax Manager to join our team. This role focuses on overseeing complex tax compliance, fiduciary return reviews, estate and trust document analysis, and tax research. You will partner directly with clients, attorneys, and internal teams to deliver top-tier advisory and compliance services while mentoring staff professionals.

Key Responsibilities

• Tax Compliance & Review: Review complex individual, partnership, S-Corporation, C-Corporation, estate, trust, and gift tax returns.
• Fiduciary & Estate Advisory: Analyze estate and trust documents and collaborate with clients, attorneys, and legal counsel to ensure alignment and timely filings.
• Tax Research & Strategy: Perform technical tax research to maintain compliance while identifying strategic alternatives that meet client goals.
• Client & Business Development: Drive client relationship management and actively participate in business development initiatives.
• Leadership & Supervision: Supervise, review, and guide the technical work of tax staff professionals.

Requirements

• Education: Bachelor's degree in Accounting from an accredited university.
• Licensure: Delaware CPA license or Enrolled Agent (EA) credential required.
• Experience: 5+ years of recent public accounting experience (or equivalent).
• Technical Expertise: Demonstrated hands‑on experience preparing and reviewing tax returns for High‑Net‑Worth Individuals (HNWI), partnerships, corporations, estates, trusts, and gift tax.
• Skills: Excellent communication, time management, and ability to work independently to meet strict deadlines.
• Software: Experience with the CCH Axcess Suite is a plus.