Trusts and Estate Tax Manager

Keystone Distinction Group; Phoenix (AZ); Hybrid; USD 100,000 - 150,000; Full time

Job summary

Keystone Distinction Group is seeking an experienced Trusts and Estates Tax Manager for a hybrid role in Phoenix. You will be responsible for reviewing and preparing fiduciary income tax returns and leading tax engagements while ensuring compliance with tax requirements. The ideal candidate has at least 5 years of experience, a Bachelor's degree in Accounting or Finance, and preferably a CPA. A client-focused mindset and strong communication skills are essential, with a competitive salary ranging from $100,000 to $150,000 based on experience.

Qualifications

• 5+ years of specialized experience in trust and estate tax.
• CPA strongly preferred.
• Self-motivated with high ethical standards.

Responsibilities

• Review and prepare federal and state fiduciary income tax returns.
• Lead multiple tax engagements for a variety of clients.
• Ensure compliance with legal and tax requirements.

Skills

Trust and estate tax expertise

Excellent communication skills

Client-focused mindset

Team collaboration

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

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