Trusts & Estates Tax Manager — CPA Leader

Wright Staffing Source; Charlotte (NC); On-site; USD 60,000 - 80,000; Full time

Job summary

A reputable staffing firm in Charlotte, North Carolina, is seeking a Junior Tax Manager specializing in trusts and estates. The ideal candidate will have at least 2 years of tax experience, a CPA license, and strong technical skills in tax compliance and planning. Key responsibilities include preparing complex tax returns, managing client relationships, and leading junior team members. This is an excellent opportunity to support high-net-worth clients and grow in a dynamic environment.

Qualifications

• Minimum of 2 years in tax with a focus on trusts and estates.
• CPA license required.
• Experience in public accounting, wealth management, or tax advisory preferred.
• Strong understanding of tax laws and regulations.

Responsibilities

• Prepare and review complex trust and estate tax returns.
• Collaborate with clients on strategic tax planning solutions.
• Build and maintain strong client relationships.
• Stay current on tax laws and perform research on complex issues.
• Supervise and mentor junior team members.
• Identify and implement improvements to increase process efficiency.

Skills

Trust and Estate Tax Compliance

Tax Planning and Advisory

Client Management

Research and Analysis

Team Leadership

Process Optimization

Education

Bachelor’s degree in Accounting, Finance, or related field

Master’s in Taxation or related discipline

Tools

ProSystem fx

UltraTax

Job description

Charlotte, North Carolina, United States

We are seeking a Junior Tax Manager with a specialized focus on trusts and estates. This role requires a hands-on professional with a strong technical background, leadership capabilities, and the ability to manage complex client relationships. The ideal candidate will bring expertise in trust and estate tax compliance, planning, and consulting, and will play a key role in supporting our high-net-worth clients.

Key Responsibilities:

Trust and Estate Tax Compliance: Prepare and review complex trust, estate, and gift tax returns (Forms 1041, 706, and 709), ensuring accuracy and compliance with current regulations.

Tax Planning and Advisory: Collaborate with clients to develop and implement strategic tax planning solutions for trusts, estates, and high-net-worth individuals.

Client Management: Build and maintain strong relationships with clients, providing proactive guidance on tax strategies, compliance matters, and legislative changes.

Research and Analysis: Stay current on federal, state, and local tax laws, performing in-depth research on complex tax issues and presenting findings in clear, actionable ways.

Team Leadership: Supervise, mentor, and develop junior team members, providing guidance and support to enhance their technical and professional skills.

Process Optimization: Identify and implement process improvements to increase efficiency and accuracy in tax preparation and advisory services.

Qualifications:
Education: Bachelors degree in Accounting, Finance, or a related field (Masters in Taxation or related discipline preferred).

Certification: CPA license is required.

Experience:
Minimum of 2 years of experience in tax, with a focus on trusts and estates.
Experience in public accounting, wealth management, or a specialized tax advisory firm is highly preferred.

Technical Skills:
Proficiency with tax software (e.g., ProSystem fx, UltraTax, or similar) and accounting tools.
Strong understanding of tax laws and regulations related to trusts, estates, and high-net-worth individuals.

Soft Skills:
Exceptional communication and interpersonal skills.
Proven ability to manage multiple projects, prioritize tasks, and meet deadlines.
High attention to detail with strong analytical and problem-solving abilities.

How to Apply:
Apply directly to this ad by submitting your application on this page, or send your resume, cover letter, and additional information to [e-mail]

Be sure to include the job title and location in the subject line for immediate consideration.