Trusts & Estates Tax Manager Job at IT Resource Hunter, Phoenix, AZ

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  • IT Resource Hunter
  • Phoenix, AZ

Job Description

Job Title: Trusts & Estates Tax Manager

Location: Phoenix, AZ (Hybrid – 3 Days In Office / 2 Days Remote)

Employment Type: Full-Time | Direct Hire

Salary Range: $100,000 – $150,000 (DOE)

The Opportunity

The firm is seeking a Trusts & Estates Tax Manager with at least 5 years of specialized experience serving high-net-worth individuals and their related entities. This is a hybrid role with a flexible work model and a leadership opportunity for someone looking to make an impact and eventually step into equity partnership.

Key Responsibilities

  • Review and prepare Form 1041 (fiduciary), Form 706 (estate), and related filings
  • Lead multiple tax engagements with a focus on high-net-worth clients and family trusts
  • Ensure compliance with federal and state trust and estate tax regulations
  • Translate complex tax issues into actionable recommendations for clients
  • Train, guide, and review the work of junior staff and associates
  • Communicate effectively with clients, attorneys, and financial advisors
  • Monitor regulatory changes and recommend process improvements
  • Actively participate in strategic planning and firm growth discussions

What You Bring to the Table

  • Bachelor’s Degree in Accounting or Finance (required)
  • 5+ years of specialized experience in trust and estate taxation
  • CPA license strongly preferred
  • Experience in a public accounting or wealth management firm
  • Comfortable interfacing with high-net-worth clients
  • Excellent written and verbal communication skills
  • High ethical standards and a proactive, team-oriented mindset

Job Tags

Full time, Remote job, Flexible hours,

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