Job Description

Job Description

Job Description

We are looking for a skilled Tax Manager to oversee compliance, planning, and preparation of complex tax filings for trusts and estates. Based in Worcester, Massachusetts, this role is ideal for a meticulous individual with strong leadership and technical expertise in fiduciary accounting and tax law. The successful candidate will manage client relationships, mentor staff, and contribute to business development efforts.

For immediate interviews please contact Victor Muller at 508 205 2136

Responsibilities:

• Supervise and ensure the accurate preparation and filing of federal and state tax returns for trusts and estates, including Forms 1041, 706, and K-1s.

• Conduct detailed research on complex tax issues and provide solutions based on findings.

• Communicate effectively with tax authorities to address inquiries and resolve issues.

• Manage a significant volume of fiduciary and agency accounts while maintaining operational efficiency.

• Review and provide feedback on tax work prepared by entry-level staff to ensure quality and accuracy.

• Build and maintain strong relationships with clients, advisors, and trust administrators.

• Offer strategic advice on trust and estate planning, wealth transfer, and tax-saving opportunities.

• Mentor, train, and evaluate tax staff to foster growth and team development.

• Participate actively in business development activities, including client presentations and industry conferences.

• Perform and review complex trust and estate accountings, ensuring compliance with legal and financial standards.

• Bachelor’s degree in accounting or business administration; a master’s degree in taxation or accounting is preferred.
• Possession of a CPA license, JD, or Enrolled Agent certification is highly desirable.
• At least 5 years of recent experience in public accounting or trust tax work.
• Expertise in fiduciary accounting and thorough knowledge of fiduciary tax law and concepts.
• Proven ability to manage engagements and lead teams effectively.
• Strong communication skills, both written and verbal, to interact with clients and staff.
• Proficiency in Microsoft Word, Excel, and relevant tax software.
• Demonstrated ability to conduct independent tax research and apply findings effectively.

Job Tags

Immediate start,

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