Trusts & Estates Tax Manager — Elite Advisory (Hybrid)

Wertz & Associates; Madison (WI); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

Hybrid work flexibility

Performance bonus

Leadership growth opportunities

Advisory-focused environment

Job summary

Wertz & Associates in Madison, Wisconsin seeks a Trust & Estates Tax Manager to lead fiduciary, estate, gift, and high-net-worth individual tax planning as a CPA with substantial experience. You will serve as a technical leader and trusted advisor to multi-generational families and business owners, emphasizing strategic planning over compliance.

The role offers hybrid flexibility, a competitive base of $140,000–$190,000 with performance bonus, and opportunities for leadership growth within a

Qualifications

• Experience in fiduciary, estate, gift, and high-net-worth individual taxation.
• Strong understanding of Form 1041 and 706.
• Leadership experience supervising staff and reviewing returns.
• Excellent communication and client relationship skills.
• Advisory-focused mindset with fiduciary tax expertise.

Responsibilities

• Prepare and review fiduciary, estate, gift, and individual tax returns.
• Provide strategic tax planning related to trusts, estates, and wealth transfer.
• Assist clients in developing tax-efficient estate and gifting strategies.
• Analyze complex fiduciary and trust structures.
• Stay current on estate and fiduciary tax developments.

Skills

Estate tax planning

Fiduciary taxation

Wealth transfer strategies

Client relationship mgmt

Tax research

Education

Bachelor's Degree in Accounting

Active CPA license

Tools

1041 Forms

Estate tax planning concepts

Job description

Wertz & Associates in Madison, Wisconsin seeks a Trust & Estates Tax Manager to lead fiduciary, estate, gift, and high-net-worth individual tax planning as a CPA with substantial experience. You will serve as a technical leader and trusted advisor to multi-generational families and business owners, emphasizing strategic planning over compliance.

The role offers hybrid flexibility, a competitive base of $140,000–$190,000 with performance bonus, and opportunities for leadership growth within a