Tax Manager - Trust & Estates

W3Global; Green Bay (WI); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Partner-track

Meaningful client work

Sophisticated tax and planning matters

Practice growth opportunities

Competitive compensation

Flexible entrepreneurial environment

Long-term career growth

Confidential consideration

Job summary

W3Global is seeking a Tax Manager to lead complex trusts and estates tax engagements, review returns, and advise clients and fiduciaries with a focus on accuracy and timely delivery.

The role combines compliance and planning work, requiring ownership of client relationships, deadlines, and strategic tax planning for high-net-worth individuals.

Qualifications

• Experience reviewing Forms 1041, 706, 709, 1040 and related state filings.
• Strong client communication and professional judgement.
• CPA or JD with taxation degree required.
• Interest in long-term growth, leadership and partnership.
• Ability to manage complex trust and estate tax engagements.

Responsibilities

• Managing complex trust, estate, gift, fiduciary, and high-net-worth tax engagements.
• Reviewing Forms 1041, 706, 709, 1040 and related state filings.
• Advising clients, fiduciaries, attorneys, financial advisors, and beneficiaries on tax issues.
• Identifying tax planning opportunities for estates, trusts, fiduciaries, and high-net-worth individuals.
• Supervising, training, and mentoring preparers and staff.
• Managing client relationships and serving as a primary point of contact.
• Coordinating deadlines, document flow, tax notices, extensions, and year-end planning.
• Assisting with practice development and long-term growth of trusts and estates tax services.
• Supporting partners on complex planning, estate administration, and wealth transfer matters.

Skills

Trusts & Estates Tax

Client Relationship Management

Communication Skills

Attention to Detail

Education

CPA + Master’s in Taxation

JD + LL.M. in Taxation

Job description

Role Overview

The Tax Manager will be responsible for managing complex trusts and estates tax engagements, reviewing tax returns, advising clients and fiduciaries, coordinating with attorneys and financial advisors, and helping ensure that client matters are handled accurately, professionally, and on time.

This role will involve both compliance and planning work. The successful candidate should be comfortable handling complex tax issues, communicating with clients and advisors, managing deadlines, and taking ownership of client relationships.

Responsibilities

Responsibilities will include:

• Managing complex trust, estate, gift, fiduciary, and high-net-worth individual tax engagements
• Reviewing Forms 1041, 706, 709, 1040, and related state filings
• Advising clients, fiduciaries, attorneys, financial advisors, and beneficiaries on tax issues
• Identifying tax planning opportunities for estates, trusts, fiduciaries, and high-net-worth individuals
• Supervising, training, and mentoring preparers and staff
• Managing client relationships and serving as a primary point of contact
• Coordinating deadlines, document flow, tax notices, extensions, and year-end planning
• Assisting with practice development and long-term growth of trusts and estates tax services
• Supporting partners on complex planning, estate administration, and wealth transfer matters

Qualifications

Ideal candidates will have:

• Significant experience in public accounting, tax, law, or a closely related professional setting
• Strong technical knowledge of trusts, estates, fiduciary income tax, gift tax, and estate tax
• Experience reviewing complex Forms 1041, 706, 709, 1040, and related state filings
• Ability to manage client relationships with professionalism and sound judgment
• Strong written and verbal communication skills
• Excellent attention to detail and ability to manage competing deadlines
• Interest in long-term professional growth, leadership, and partnership
• CPA with a master's degree in taxation, or JD with an LL.M. in taxation

Experience with estate administration, fiduciary accounting, probate-related tax matters, charitable planning, or high-net-worth individual tax planning is a plus.

Candidate Profile

The Right Candidate Will Likely Be Someone Who

• Has already developed a strong technical foundation in trusts and estates taxation
• Enjoys complex planning and client advisory work
• Can communicate clearly with clients, fiduciaries, attorneys, and financial advisors
• Takes ownership of deadlines and client service
• Has the confidence and judgment to manage sophisticated matters
• Wants a long-term professional home with increasing responsibility
• Is interested in a realistic path toward firm leadership and potential partnership

What We Offer

We Offer

• Partner-track opportunity for the right candidate
• Meaningful client-facing work
• Sophisticated tax and planning matters
• Opportunity to help shape and grow a trusts and estates tax practice
• Competitive compensation based on experience
• Professional, flexible, and entrepreneurial work environment
• Long-term career opportunity with increasing responsibility and autonomy
• Confidential consideration for experienced professionals exploring a change