For Employers

MBE CPAs

Tax Manager - Estate, Gift & Trust Tax

Posted 9 days ago
5-10 years experience
Apply Now

Please mention DailyRemote when applying

?/100
Resume Match Score

Match your resume skills with our AI powered skill match!

Get professional review

Questions interviewers often ask for this role, with sample answers.

Create a cover letter for this job

Upload your resume and we draft a letter for this exact role, tailored to what it asks for.

  • Tailored to this role
  • Based on your resume
  • Fully editable
AI Summary

The Tax Manager is responsible for managing client relationships and providing specialized planning and compliance services for estate, gift, and trust taxation. They will prepare and review tax returns while collaborating with attorneys and financial advisors to support wealth transfer strategies.

What's the role?

Estate, Gift & Trust Tax Managers are a key part of the business tax team responsible for managing client relationships while providing specialized planning and compliance services related to wealth transfer and fiduciary taxation. This includes:

  • Preparing and reviewing estate, gift, and fiduciary income tax returns.
  • Advising individuals, families, and business owners on wealth transfer strategies.
  • Assisting with trust administration and tax compliance requirements.
  • Collaborating with attorneys, financial advisors, and client service professionals.
  • Building new and strengthening existing client relationships while understanding long-term family and business goals.
  • Communicating and meeting with clients as requested; providing recommendations to assist clients with estate and trust planning opportunities.

What experience and skills do I need to be successful?

  • 5+ years in a similar role within a public accounting firm.
  • Bachelor's Degree in Accounting highly desired or equivalent work experience.
  • CPA certification highly desired or ability to attain.

Great Perks and Benefits:

Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition:

  • Onsite, hybrid, or remote work arrangements. Remote work allowed.
  • Relocation packages including ability to work remotely during transition to area.
  • Competitive medical, dental, and vision insurance plans.
  • FSA/HSA account options.
  • Paid Time Off (PTO).
  • 401k employer matching program to save for retirement.
  • Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
  • Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
  • Bonuses for helping with business development leads.
  • Incredible potential for upward mobility and career growth.

What will my schedule look like?

At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members!

So how can I be considered for these opportunities?

First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team.

What else are you hiring for?

See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn.

More about the MBE Affiliate Group:

MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.

Automatically Apply to the Best Remote Jobs

Stop the endless job search. Our AI finds and applies to the best jobs for you.

Try it Now
Keep looking

Similar Jobs

See all Remote Finance jobs →

Senior Manager, Canadian Tax

Full Time Canada 127K - 150K per year Finance

Compensation Manager

Full Time United States $140K - $170K per year Finance

Sr. Financial Analyst

Full Time United States $113K - $120K per year Finance

Senior Manager, State & Local Tax

Full Time United States $126K - $157K per year Finance

Senior Provider Compensation Analyst

Full Time United States $87588.8 - $140K per year Finance

COCO Business Performance & Finance (BPF) Lead

Full Time United States Finance
Apply Now

Personalize your Remote Job Search in 3 Easy Steps!

Featuring 219,042+ Jobs in Tax Manager

Answer easy questions

Answer easy questions

219,042+ jobs across 15+ categories

Get your best job matches

Get your best job matches

Only hand-screened, legit jobs

Find a remote job faster

Find a remote job faster

No ads, scams, or junk

“I was the first applicant for a remote marketing position that got listed on the company website the same day I applied. Had an interview within 48 hours!”

Sarah J. — Sarah J. · Marketing Manager ★★★★★ Verified