If you love complex trusts but are tired of the public accounting hamster wheel… this one’s for you!
This stable, yet always growing, Family Office is looking for a Tax Manager to take ownership of trust & estate compliance as part of a close-knit and experienced tax team.
✅ Why people take this role (and stay):
Sophisticated Trust and Individual Tax work without constant fire drills
Visible seat at the tablewith real influence on process + best practices
Sustainable pace + continuity
Hybrid schedule
What you’ll own:
Lead prep/review/oversight of fiduciary income tax returns (including complex trusts)
Coordinate deadlines, estimates, filings, and documentation with high accuracy
Research fiduciary tax issues and document conclusions clearly
Partner cross-functionally and coordinate with outside advisors
Drive improvements in workflow, standards, and tech-enabled best practices
You’re a fit if you have:
5+ years fiduciary tax experience (trusts/estates + individual compliance)