_{17th June, 2025}

Who we are:
We are a woman-owned, full-service, boutique staffing, and talent management firm. You can trust that we understand changing jobs or careers is a big deal and we will personally represent you from start to finish throughout the interview process with our clients. We know our clients’ business, how to manage expectations, educate you on the market, and deliver results – and we hold ourselves accountable! Our clients are diverse in size and ownership and represent a wide range of industries including retail, real estate, manufacturing, professional services (AED), logistics/distribution, service, healthcare, consumer goods, and pharmaceuticals. We represent professionals from entry-level to executive suite.

You will find that we are a proactive, engaging, and reliable team who listens.

Who our client is:
An Accounting firm that is focused on values, propelling Our client’s firm into the top 25 on Accounting Today’s 2025 “Top 100 Firms” list and gaining them acclaim as one of the nation’s fastest growing firms. But the reality is they define themselves less by the accolades they receive and more by the growth they help their clients achieve. Together we are searching for a Tax Manager-Trust & Estate to join their team at their Any Company location on a full-time basis.
  
Company Locations:
Boston, MA 02110, USA
Woburn, MA 01801, USA
Cranford, NJ 07016, USA
Woodcliff Lake, NJ 07677, USA
Fort Lauderdale, FL 33301, USA
Providence, RI 02903, USA
Stamford, CT 06905, USA
Shelton, CT 06484, USA
Wethersfield, CT 06109, USA

 
Requirements:

• Provide high level fiduciary, personal income, gift and estate tax compliance as well as estate planning advisory services.
• Review individual, fiduciary, estate and gift tax returns.
• Review estate and trust fiduciary accountings.
• Handle Federal and State tax notices and audits.
• Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies.

• BA/BS degree in accounting from an accredited college/university required.
• MST, JD, LL.M. degree a plus.
• Active CPA license or EA designation required.
• 7+ years’ experience working with trust, estate and gift matters required.
• Public accounting firm experience required.
• Extensive experience in Tax Advisory and Estate/Trust planning and compliance including estate and inheritance tax experience (e.g., 1041, 709, 5227, ESBT, QSST).
• Proficiency in Microsoft Office applications required.
• Experience with reviewing fiduciary, gift and estate tax returns.
• Preferred experience with ProSystem fx, Axcess Tax, GEMS, Intelliconnect, RIA Checkpoint and BNA.