Trust & Estates Tax Manager — High-Net-Worth Advisory

Wertz & Associates; Madison (WI); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

Competitive compensation package

Performance-based bonus opportunities

Flexible and hybrid work arrangements

Comprehensive health, dental, and vis​

401(k) with employer match

Professional development and CE

Paid community involvement and network

Team-building events and firm-sponsed

Modern technology and advisory-focused

Work-life balance commitment

Job summary

Wertz & Associates is seeking a Trust & Estates Tax Manager to lead fiduciary, estate, gift, and high-net-worth taxation matters for wealthy clients. This advisory-focused role emphasizes strategic planning over compliance, with collaboration among attorneys, wealth managers, and family offices.

The position offers a base salary of $140,000–$190,000 with performance bonuses, hybrid flex, and opportunities to grow into a trusted advisor and subject-matter expert within a collaborative firm.

Qualifications

• Bachelor's Degree in Accounting.
• Active CPA license.
• 7–10+ years of progressive tax experience.
• Significant experience with fiduciary, estate, gift, and high-net-worth individual taxation.
• Strong understanding of Forms 1041, 706, and related estate planning concepts.
• Experience reviewing returns and supervising staff.
• Excellent communication and client relationship skills.
• Strong analytical and problem-solving abilities.

Responsibilities

• Estate & Trust Tax Advisory
• Prepare and review fiduciary, estate, gift, and individual income tax returns
• Provide strategic tax planning related to trusts, estates, wealth transfer, and succession planning
• Assist clients in developing tax-efficient estate and gifting strategies
• Analyze complex fiduciary and trust structures
• Stay current on estate, gift, and fiduciary tax law developments
• Client Relationship Management
• Serve as the primary advisor for assigned trust and estate clients
• Build and maintain long-term relationships with high-net-worth individuals and families
• Participate in planning meetings alongside attorneys, financial advisors, and firm leadership
• Deliver proactive recommendations and ongoing advisory services
• Help clients navigate complex tax and wealth-planning decisions
• Technical Leadership
• Research complex tax issues and communicate recommendations clearly
• Review work prepared by staff and provide technical guidance
• Assist with IRS and state examinations, notices, and tax controversies
• Develop best practices and enhance the firm’s trust and estate expertise
• Help establish consistent quality control standards
• Team Development
• Mentor and train tax professionals
• Share technical knowledge and industry best practices
• Support staff development and continuing education initiatives
• Foster a collaborative and high-performing team environment

Skills

Fiduciary taxation

Estate taxation

High-net-worth taxation

Tax planning

Client relationship management

Leadership & mentoring

Reviewing returns & supervising staff

Education

Bachelor's Degree in Accounting

Active CPA license

Job description

Wertz & Associates is seeking a Trust & Estates Tax Manager to lead fiduciary, estate, gift, and high-net-worth taxation matters for wealthy clients. This advisory-focused role emphasizes strategic planning over compliance, with collaboration among attorneys, wealth managers, and family offices.

The position offers a base salary of $140,000–$190,000 with performance bonuses, hybrid flex, and opportunities to grow into a trusted advisor and subject-matter expert within a collaborative firm.