We are seeking an experienced Tax Manager – Trusts & Estates to lead complex tax compliance and consulting engagements for trusts, estates, gifts, fiduciaries, and high-net-worth individuals. This role serves as a trusted advisor to clients and professional partners while leading engagement teams, mentoring staff, and delivering exceptional client service. The ideal candidate is technically strong, relationship-focused, and enjoys solving complex tax issues while helping clients navigate estate and trust planning. PBMares Core Values: - Integrity
- Trust
- Respect
- Accountability
- Caring
What you will do: - Manage complex trust, estate, gift, and fiduciary tax engagements from planning through completion.
- Review and prepare Forms 1041, 706, 709, and related tax filings.
- Research complex tax issues and develop practical planning strategies.
- Interpret trust and estate documents and advise clients on tax implications.
- Build and maintain strong relationships with clients, attorneys, and other advisors.
- Supervise, coach, and develop tax professionals.
- Review staff work for quality, accuracy, and compliance.
- Manage engagement budgets, workflow, and profitability.
- Identify opportunities to expand client relationships and support business development.
- Stay current on tax law changes and communicate planning opportunities to clients and the team.
- Leverage tax technology and firm-approved AI tools to improve efficiency while maintaining professional judgment.
???????What you get: - Full benefits: medical, dental, 401K match
- Paid Time Off
- 11 paid holidays per year
- Flexible work schedule to include hybrid work environment.
- Summer Hours- Friday half days (based on a minimum 40 hour work week)
- Company investment of a minimum of 40 hours learning and development annually
- Path to Partner Program
- CPA Certification reimbursement and bonus program
- The opportunity to grow and shape the future of the firm
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