Trusts & Estates Tax Senior Manager — Hybrid Growth

Witt/Kieffer; Wilmington (NC); Hybrid; USD 161,500 - 210,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401K match

Paid Time Off

11 paid holidays per year

Flexible hybrid work

Learning & development

Job summary

PBMares seeks an experienced Tax Senior Manager for Trusts & Estates to lead fiduciary, estate, gift, and high-net-worth tax engagements in a collaborative culture. You will guide clients, mentor staff, and drive firm growth in a dynamic practice environment.

The role requires CPA with 8+ years in public accounting tax, strong leadership, communication, and relationship skills. Remote eligibility may be considered for multiple states; PBMares offers competitive compensation and benefits.

Qualifications

• Bachelor's degree in Accounting, Taxation, Finance, or a related field.
• CPA required (JD considered with significant trusts and estates tax expertise).
• 8+ years of progressive public accounting tax experience.
• Significant experience with trusts, estates, gift taxation, and high-net-worth individual tax planning.
• Strong leadership, client relationship management, tax research, project management, and communication skills.

Responsibilities

• Client Advisory & Relationship Management: Serve as the primary advisor to high-net-worth individuals, trusts, estates, fiduciaries, and family groups.
• Client Advisory & Relationship Management: Provide strategic guidance on estate planning, wealth transfer strategies, charitable giving, and trust structures.
• Client Advisory & Relationship Management: Collaborate with attorneys, wealth advisors, trustees, and internal teams to deliver integrated solutions.
• Client Advisory & Relationship Management: Proactively identify planning opportunities and help clients navigate complex tax matters.
• Technical Leadership: Lead and review complex fiduciary, estate, gift, and individual tax returns, including Forms 1041, 706, and 709.
• Technical Leadership: Advise on federal, state, multi-jurisdictional, and cross-border trust and estate tax matters.
• Technical Leadership: Conduct tax research, develop and defend tax positions, and stay current on legislative and regulatory developments.
• Technical Leadership: Contribute to technical training and thought leadership within the firm.
• Team Leadership: Mentor, coach, and develop tax professionals.
• Team Leadership: Provide performance feedback and support career growth.
• Team Leadership: Help drive recruiting, onboarding, retention, and succession planning initiatives.
• Team Leadership: Foster a culture of collaboration, accountability, and continuous improvement.
• Practice Growth: Manage engagement economics, including budgeting, realization, profitability, and billing.
• Practice Growth: Identify opportunities to expand client services and strengthen relationships.
• Practice Growth: Participate in business development, networking, and community engagement activities.
• Practice Growth: Support strategic growth initiatives for the Trusts & Estates practice

Skills

Leadership

Client advisory

Tax research

Communication

Relationship management

Mentoring

Education

Bachelor's degree in Accounting or related field

CPA

Master's degree (preferred)

Job description

PBMares seeks an experienced Tax Senior Manager for Trusts & Estates to lead fiduciary, estate, gift, and high-net-worth tax engagements in a collaborative culture. You will guide clients, mentor staff, and drive firm growth in a dynamic practice environment.

The role requires CPA with 8+ years in public accounting tax, strong leadership, communication, and relationship skills. Remote eligibility may be considered for multiple states; PBMares offers competitive compensation and benefits.