Junior Tax Manager

Prepare and review complex trust, estate, and gift tax returns (Forms 1041, 706, and 709) while collaborating with clients to develop strategic tax planning solutions. Build strong client relationships by providing proactive guidance on compliance matters and legislative changes, and stay current on federal, state, and local laws through in-depth research. Supervise and mentor junior team members to enhance their technical skills, and identify process improvements to increase efficiency in tax preparation services. This role supports high-net-worth clients within a specialized focus on trusts and estates, requiring a CPA license and two years of relevant experience.