Trusts and Estate Tax Manager

H. T. PROF Group; Phoenix (AZ); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

H. T. PROF Group is seeking an experienced Trusts and Estates Tax Manager in North Central Phoenix.

This hybrid role offers a base salary of $100,000–$150,000 depending on experience. You will review fiduciary and estate tax returns and lead engagements for diverse clients, while mentoring junior staff and staying current with tax law changes. Requirements include a Bachelor's in Accounting or Finance, 5+ years in trust and estate tax, and CPA preferred.

Qualifications

• 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.

Responsibilities

• Review federal and state fiduciary income tax returns (Form 1041) and estate tax returns (Form 706).
• Lead multiple tax engagements delivering tax prep, research, planning, and consulting services.
• Ensure compliance with fiduciary, tax, and estate laws for trust and estate entities.
• Communicate technical issues and recommendations to clients, including in-person meetings.
• Provide guidance and training to junior staff and collaborate within the team to meet deadlines.
• Stay current with fiduciary and estate tax law changes and engage in ongoing professional development.
• Proactively improve processes and respond to regulatory changes.

Skills

Self-motivated

Client-focused mindset

Multi-priority management

Strong ethics

Education

Bachelor's degree in Accounting or Finance

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
• 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