Tax Manager - Trust and Estate

Financial Additions; Fort Worth (TX); Hybrid; USD 120,000 - 210,000; Full time

Job summary

Financial Additions in Fort Worth is seeking a Tax Director or Tax Manager with a strong estate and trust tax background to serve high-net-worth families and business owners.

This hybrid in-office role requires overseeing complex returns and providing planning advice on wealth transfer, gifting, and succession planning.

Ideal candidates bring public accounting or family office experience and hands-on guidance across multi-state tax matters.

Qualifications

• Experience preparing and reviewing trust, estate, gift, and individual returns (1041, 706, 709, 1040).
• Strong estate and trust tax planning for high-net-worth clients.

Responsibilities

• Manage and review complex trust, estate, gift, and individual tax returns.
• Provide tax planning and advisory services related to estate planning and wealth transfer.
• Research federal/state tax matters and provide practical recommendations.
• Advise high-net-worth clients, families, trustees, and business owners on tax strategies.
• Support tax planning for business transactions, M&A, and ownership transitions.
• Oversee multi-state tax compliance and identify planning opportunities.

Skills

Estate & Trust Tax

Job description

Financial Additions is seeking a Tax Director or Tax Manager for an established firm in Fort Worth. This role is ideal for a candidate coming from public accounting or family office that brings a strong Estate and Trust Tax background.

This is a hybrid role - in office 1-2 days a week.

Key Responsibilities

• Manage and review complex trust, estate, gift, and individual tax returns, including Forms 1041, 706, 709, and 1040.
• Provide tax planning and advisory services related to estate planning, wealth transfer, gifting, and succession planning.
• Research complex federal and state tax matters and provide practical recommendations.
• Advise high-net-worth clients, families, trustees, and business owners on tax strategies.
• Support tax planning related to business transactions, M&A, and ownership transitions.
• Oversee multi-state tax compliance and identify tax planning opportunities.