Trusts and Estate Tax Manager

Software Placement Group, SPG; Phoenix (AZ); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Hybrid work model

Professional development opportunities

Job summary

Software Placement Group is seeking an experienced Trusts and Estates Tax Manager in Phoenix to lead fiduciary tax engagements and provide high-level planning and compliance support for a diverse client base. This role focuses on accurate, timely tax filings and mentoring junior staff in a collaborative, hybrid environment.

You will review federal and state fiduciary returns, lead engagements, ensure compliance with fiduciary and estate law, and stay current with regulatory changes.

Qualifications

• Bachelor's degree in Accounting or Finance.
• 5+ years of trust and estate tax experience.
• CPA strongly preferred.
• High ethical standards and integrity.
• Ability to manage multiple priorities in a team environment.

Responsibilities

• Review and prepare federal and state fiduciary income tax returns (Form 1041) and estate tax returns (Form 706).
• Lead multiple tax engagements to deliver quality tax preparation, planning, and consulting services.
• Ensure compliance with fiduciary, tax, and estate laws.
• Communicate technical issues, recommendations, and opportunities to clients and prospects, including in-person meetings.
• Provide guidance and training to junior staff and collaborate within an integrated team.
• Stay current with changes in fiduciary, tax, and estate law; participate in ongoing professional development.

Skills

Fiduciary tax knowledge

Client service orientation

Team leadership

Communication skills

Education

Bachelor's degree in Accounting or Finance

Job description

Location: Phoenix, AZ | Schedule: Full-time, hybrid (3 days in office / 2 days work-from-home) | Compensation: $100,000 - $150,000 base salary, depending on experience

Overview

An established professional services firm in the Phoenix area is seeking an experienced Trusts and Estates Tax Manager to lead fiduciary tax engagements and provide high-level planning and compliance support to a diverse client base. This role is central to ensuring accurate, timely, and compliant tax filings while mentoring junior staff and helping the firm stay ahead of evolving tax and estate law.

What you'll do

• Review and prepare federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and related filings
• Lead multiple tax engagements to deliver quality tax preparation, research, planning, and consulting services for a variety of clients
• Ensure compliance with legal and tax requirements for trust and estate entities
• Communicate technical issues, recommendations, and opportunities to clients and prospects, including in-person meetings
• Provide guidance and training to junior staff, and collaborate within an integrated team to meet client and firm deadlines
• Stay current with changes in fiduciary, tax, and estate law, and participate in ongoing professional development
• Take a proactive approach to process improvement and regulatory changes

Required qualifications

• Bachelor's degree in Accounting or Finance
• 5+ years of specialized experience in trust and estate tax
• Self-motivated with high ethical standards and integrity
• Client-focused mindset with the ability to manage multiple priorities
• Ability to work well in a team environment
• Excellent communication skills

Preferred qualifications

• CPA strongly preferred

Compensation and benefits

• Base salary of $100,000 - $150,000, depending on experience

Why this role

This is an opportunity to lead meaningful tax engagements, work closely with clients on complex trust and estate matters, and grow within a hybrid work environment that balances in-office collaboration with flexibility.