Trusts and Estate Tax Manager

True North Consultants, Inc.; Phoenix (AZ); Hybrid; USD 100,000 - 150,000; Full time

Job summary

True North Consultants, Inc. in Phoenix seeks an experienced Trusts and Estates Tax Manager. This hybrid role (3 in office / 2 work-from-home) offers a base salary of $100,000–$150,000 depending on experience.

Responsibilities include reviewing Form 1041 fiduciary returns and Form 706 estate tax returns, leading engagements, ensuring compliance, and communicating with clients, including in-person meetings. You’ll mentor junior staff and stay current with fiduciary tax law changes.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• 5+ years of specialized trust and estate tax experience.
• CPA strongly preferred.
• High ethical standards and client-focused mindset.

Responsibilities

• Review and prepare fiduciary income tax returns (Form 1041) and estate tax returns (Form 706).
• Lead multiple tax engagements delivering quality tax prep, research, planning, and consulting.
• Ensure compliance with fiduciary, tax and estate laws.
• Communicate issues, recommendations, and opportunities to clients, including in-person meetings.
• Provide guidance and training to junior staff and collaborate to meet deadlines.
• Stay current with fiduciary, tax, and estate law changes and participate in professional development.
• Proactively improve processes and adapt to regulatory changes.

Skills

Excellent communication skills

Client-focused mindset

Self-motivated

Team player

Ethical standards

Education

Bachelor's degree in Accounting or Finance

CPA certification (preferred)

Job description

Our client in North Central Phoenix is looking for an experienced Trusts and Estates Tax Manager. This is a hybrid role (3 in office/2 wfh) with a base salary of $100,000 - $150,000 depending on experience.

Responsibilities:

• 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 integrated team to meet client and firm deadlines
• Stay current with changes in fiduciary, tax, and estate law, and participate in ongoing professional development
• Proactive approach to process improvement and regulatory changes

Background required:

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