Tax Manager - Estate, Gift & Trust Tax

MBE CPAs; Baraboo (WI); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Onsite work option

Hybrid work option

Remote work option

Relocation packages

Job summary

MBE CPAs is seeking Estate, Gift & Trust Tax Managers to lead client relationships and provide planning and compliance services related to wealth transfer and fiduciary taxation.

You will prepare and review estate, gift, and fiduciary returns; advise families and business owners; assist with trust administration; collaborate with attorneys, financial advisors, and service professionals. The firm offers on-site, hybrid, or remote work options and strong growth opportunities.

Qualifications

• 5+ years in a similar role within a public accounting firm.
• Bachelor's Degree in Accounting highly desired or equivalent work experience.
• CPA certification highly desired or ability to attain.

Responsibilities

• Prepare and review estate, gift, and fiduciary income tax returns.
• Advise individuals, families, and business owners on wealth transfer strategies.
• Assist with trust administration and tax compliance requirements.
• Collaborate with attorneys, financial advisors, and client service professionals.
• Build new and strengthen existing client relationships while understanding long-term family and business goals.
• Communicate and meet with clients as requested; provide recommendations for estate and trust planning opportunities.

Skills

Estate tax experience

Gift tax experience

Fiduciary taxation

Client relationship management

Tax planning

Education

Bachelor's Degree in Accounting

CPA certification

Job description

What's the role?

Estate, Gift & Trust Tax Managers are a key part of the business tax team responsible for managing client relationships while providing specialized planning and compliance services related to wealth transfer and fiduciary taxation. This includes:

• Preparing and reviewing estate, gift, and fiduciary income tax returns.
• Advising individuals, families, and business owners on wealth transfer strategies.
• Assisting with trust administration and tax compliance requirements.
• Collaborating with attorneys, financial advisors, and client service professionals.
• Building new and strengthening existing client relationships while understanding long-term family and business goals.
• Communicating and meeting with clients as requested; providing recommendations to assist clients with estate and trust planning opportunities.

What experience and skills do I need to be successful?

• 5+ years in a similar role within a public accounting firm.
• Bachelor's Degree in Accounting highly desired or equivalent work experience.
• CPA certification highly desired or ability to attain.

Great Perks and Benefits:

Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition:

• Onsite, hybrid, or remote work arrangements. Remote work allowed.
• Relocation packages including ability to work remotely during transition to area.
• Competitive medical, dental, and vision insurance plans.
• FSA/HSA account options.
• Paid Time Off (PTO).
• 401k employer matching program to save for retirement.
• Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
• Bonuses for helping with business development leads.
• Incredible potential for upward mobility and career growth.

What will my schedule look like?

At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members!

More about the MBE Affiliate Group:

MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.