Tax Manager - Individuals, Trusts, & Estates

Abdo L.L.P; Edina (MN); On-site; USD 97,000 - 132,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) with employer contributions

HSA with employer match

Telehealth platform

Hybrid work flexibility

PTO and holidays

Professional expenses and CPA support

Job summary

Abdo LLP seeks a Tax Manager specializing in Trusts, Estates, and Individual Tax Services to serve as a trusted advisor to high-net-worth individuals, families, and fiduciaries. You will lead sophisticated engagements, mentor team members, nurture client relationships, and help clients achieve wealth preservation and legacy planning goals while leveraging AI-enabled tools for efficiency and accuracy.

The role supports a flexible hybrid workplace with Zoom interviews and a competitive

Qualifications

• Bachelor’s degree in accounting (required).
• CPA required with appropriate equivalent experience.
• 5+ years in individuals, trusts & estates with leadership.
• Proficient in advanced MS-Excel functions.
• Strong quantitative analysis and critical thinking.
• Desire to work in a fast-paced environment.
• Collaborative and adaptable to change.

Responsibilities

• Lead and manage complex tax engagements, including individual, trust, estate, and gift tax returns.
• Provide proactive tax planning and consulting to high-net-worth individuals, families, trusts, and estates.
• Research and resolve complex tax issues and identify planning opportunities.
• Build and maintain strong client relationships and identify value-added services.
• Prepare, review, and sign tax returns and work products with accuracy and compliance.
• Manage engagement workflow, staffing, timelines, and project deliverables.
• Maintain revenue realization targets (90%+), and ensure timely billing (80%+ of beginning WIP).
• Mentor and train team members, fostering a collaborative culture.
• Support firm growth through business development and client retention.
• Monitor engagement performance, billing, and profitability.
• Stay current on tax law and leverage AI-enabled tools to enhance efficiency.

Skills

Trusts & Estates

High net worth

Tax planning

Leadership

Client relationships

Excel advanced

Education

Bachelor’s degree in accounting

CPA required

Tools

MS Excel

Job description

Join the Abdo team where your expertise makes a lasting impact. As a Tax Manager specializing in Trusts, Estates, and Individual Tax Services, you'll serve as a trusted advisor to high-net-worth individuals, families, and fiduciaries, helping them navigate complex tax matters and planning opportunities. You'll lead sophisticated engagements, build strong client relationships, mentor team members, and help clients achieve their wealth preservation and legacy planning goals.

At Abdo, we’re not your typical accounting firm. For us, ‘Lighting the path forward’ means that we go well beyond traditional accounting and auditing to deliver solutions that help our clients succeed. We carefully seek out the best people and trust them to make a difference in helping our clients navigate forward with confidence.

Our culture is built on the following principles:

• Relationships - We give our best to our clients and to each other.
• Growth & Development - We get better every day.
• Teamwork - We accomplish great things together.

Key responsibilities include:

• Lead and manage complex tax engagements, including individual, trust, estate, and gift tax returns
• Serve as a trusted advisor to high-net-worth individuals, families, trusts, and estates, providing proactive tax planning and consulting services
• Research, analyze, and resolve complex tax issues while identifying planning opportunities and practical solutions for clients
• Build and maintain strong client relationships, meeting with clients and prospects to understand their needs and identify value-added services
• Prepare, review, and sign tax returns and work products to ensure accuracy, quality, and compliance with professional standards
• Manage engagement workflow, staffing, timelines, and project deliverables to ensure exceptional client service and timely completion
• Maintain strong realization on revenue billed with a target goal of 90% or above; Complete billing on time and target billing above 80% of beginning WIP
• Mentor, develop, and train team members while fostering a collaborative and high-performing culture
• Contribute to firm growth through business development, client retention, and cross-selling opportunities
• Monitor engagement performance, billing, and profitability to support the success of both clients and the firm
• Stay current on tax law developments and leverage technology and AI-enabled tools to enhance efficiency, accuracy, and client service

Ideal Manager candidate has:

• Bachelor’s degree in accounting
• CPA required with appropriate equivalent work experience
• 5+ years experience in practice area (individuals, trusts, & estates) with demonstrated leadership capabilities
• Proficient in advanced MS-Excel functions
• Strong quantitative analysis and critical thinking skills, with a focus on improvement and automation
• Desire to work in a fast-paced environment
• Collaborative spirit and adaptability to change

Flexible Workplace:

Abdo approaches the hybrid work environment through flexible workplace options of working mostly from home or working mostly from the office. We want our people to work where they work best!

Interviews for this position may be conducted via Zoom video.

Additional Information:

At Abdo, we are committed to providing fair, transparent, and competitive compensation that reflects the unique skills and experiences of each candidate. The estimated base pay range for this role is $97,000 - $132,000. Offers are typically made below the maximum to allow room for future compensation increases in the role. The compensation offer will be based on factors such as experience, education, licensure, certifications, skills, and business needs.

All employees have the opportunity to earn discretionary bonuses based on demonstration of extraordinary performance, special projects of significant importance, or other major accomplishments. Managers are also eligible for a manager bonus program which is awarded based on the consideration of individual contributions, team accomplishments, and firm growth.

Abdo cares about the wellbeing of our team members and offers a comprehensive benefits package to support this. Our benefits package includes:

• Medical, dental, vision, HSA with employer match, FSA medical and dependent care, long & short-term disability insurance options
• 22 days per year of PTO, 8 full holidays, 2 half holidays, 24 hours paid volunteer time, parental and grandparent leave
• 401(k) plan with employer contributions up to 4.5%
• Abdo-sponsored telehealth platform
• Technology reimbursement
• Half day Fridays June through September (2 months of 36 hr work weeks & 2 months of 40 hr work weeks)
• Professional expenses and CPA support and bonus

Benefits offerings are based off benefits eligibility requirements being met. View more information on our Careers page.

Abdo LLP is committed to providing equal employment opportunities to all employees and applicants for employment without regard to any legally-recognized basis “protected class” including but not limited to: race, color, religion, sex, national origin, age, veteran status, disability, sexual orientation, marital status, or any other characteristics protected under federal, state, or local laws.

If you need assistance or reasonable accommodations through our recruiting process, please email us at [e-mail].

We will not be hiring candidates from agencies for this position.