Tax Manager — Trusts, Estates & Individuals (Hybrid)

Abdo L.L.P; Mankato (MN); Hybride; USD 97 000 - 132 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision

HSA with employer match

FSA medical and dependent care

Disability insurance

401(k) with employer contributions

Telehealth platform

Technology reimbursement

Half day Fridays June–Sept

Professional expenses and CPA support

Résumé du poste

Abdo LLP seeks a Tax Manager specializing in Trusts, Estates, and Individual Tax Services to advise high-net-worth individuals, families, and fiduciaries. You will lead sophisticated engagements, mentor team members, and drive wealth preservation and legacy planning.

The role emphasizes proactive planning, client relationship building, and leveraging AI-enabled tools to enhance efficiency. The firm supports a hybrid work model and offers a comprehensive benefits package.

Qualifications

• Bachelor’s degree in accounting and CPA certification.
• 5+ years in taxes for individuals, trusts and estates with leadership experience.
• Proficient in advanced MS-Excel functions.
• Strong quantitative analysis and critical thinking with focus on automation.
• Desire to work in a fast-paced environment and collaborate across teams.

Responsabilités

• Lead and manage complex tax engagements for individuals, trusts, and estates.
• Provide proactive tax planning and consulting to high-net-worth clients.
• Research, analyze, and resolve complex tax issues with practical solutions.
• Build and maintain client relationships and identify value-added services.
• Prepare and review tax returns and related work products for accuracy.

Connaissances

Quantitative analysis

Critical thinking

Team mentoring

Collaboration

Formation

Bachelor’s degree in accounting

CPA

Outils

MS Excel (advanced)

Description du poste

Abdo LLP seeks a Tax Manager specializing in Trusts, Estates, and Individual Tax Services to advise high-net-worth individuals, families, and fiduciaries. You will lead sophisticated engagements, mentor team members, and drive wealth preservation and legacy planning.

The role emphasizes proactive planning, client relationship building, and leveraging AI-enabled tools to enhance efficiency. The firm supports a hybrid work model and offers a comprehensive benefits package.