Trusts & Estates Tax Manager — Leadership & Planning

Wright Staffing Source; Austin (TX); On-site; USD 120,000 - 160,000; Full time

Job summary

A premier staffing organization in Austin, Texas is looking for an experienced Tax Manager/Senior Tax Manager. This role focuses on trust and estate tax compliance, planning, and advisory for high-net-worth clients. Candidates must have at least 5 years of relevant experience, a CPA license, and strong leadership skills to guide junior staff. This position provides an opportunity to leverage technical knowledge in a dynamic environment while fostering client relationships and ensuring compliance with tax regulations.

Qualifications

• CPA license is required.
• Minimum of 5 years of experience in tax with a focus on trusts and estates.
• Experience in public accounting, wealth management, or specialized tax advisory firm is preferred.

Responsibilities

• Prepare and review complex trust, estate, and gift tax returns.
• Collaborate with clients for strategic tax planning solutions.
• Build and maintain strong client relationships.
• Stay current on federal, state, and local tax laws.
• Supervise, mentor, and develop junior team members.
• Identify and implement process improvements.

Skills

Trust and estate tax compliance

Client management

Tax planning and advisory

Research and analysis

Team leadership

Process optimization

Education

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

Master’s in Taxation or related discipline

Job description

A premier staffing organization in Austin, Texas is looking for an experienced Tax Manager/Senior Tax Manager. This role focuses on trust and estate tax compliance, planning, and advisory for high-net-worth clients. Candidates must have at least 5 years of relevant experience, a CPA license, and strong leadership skills to guide junior staff. This position provides an opportunity to leverage technical knowledge in a dynamic environment while fostering client relationships and ensuring compliance with tax regulations.