DescriptionAs a key member of our Tax team, the position will assume a strategic role in high level tax oversight, client relationship management, and team development, with a particular emphasis on estate and trust taxation. The primary day-to-day responsibilities may involve; tax planning, tax return review, building and maintaining local business professional network, strategic planning, engagement planning and oversight, quality control review, and mentoring and training staff.ResponsibilitiesPrepare and review fiduciary, gift, and estate tax returns, ensuring accuracy and compliance with current tax lawLead estate and trust tax planning, including estate plan reviewDeliver exceptional consulting and advisory supportWork closely with trustees, attorneys, and personal representatives to execute tax strategy and project managementAnalyze and interpret trust and estate documents, with a focus on understanding the tax implications of document language.Monitor and interpret legislative changesProvide engagement oversight and quality control, including technical review and internal staff leadershipRequirementsBachelor's degree in AccountingActive CPA license5+ years of related public accounting tax experience3+years of expertise in estate, gift, and trust tax planning and complianceProven leadership abilitiesQualificationsProficient technical tax knowledgeMust enjoy "taking care" of their clientsProven time and project management skills, able to effectively manage client relationships and workloadProfessional and personablePractices a high level of inclusion and collaboration skillsPays close attention to detailAble to adapt to multiple businesses/industriesPrefers a fast-paced, hands-on work environment, able to handle stress and deadlinesEmbraces technology and uses it to improve processesBenefitsHealth Insurance – Immediate eligibility for employer-sponsored medical, dental, visionWork-Life Balance – schedule flexibility, personalized hybrid work arrangements, generous PTO, parental leaveFlexible Spending & Dependent Care Accounts401k + Retirement AdvisingAbout UsHungerford is a forward-thinking, innovative firm with over 80 years of proud service to West Michigan. We offer expertise in tax, audit, accounting, business advisory, technology, and wealth management, and are deeply committed to diversity, equity, inclusion, and collaboration—within our team, with clients, and throughout the community. Our culture is rooted in excellence, inclusivity, and a shared dedication to client success and employee growth. By exchanging innovative ideas, we help organizations thrive, create new opportunities for our people, and give back in meaningful ways. Through it all, we make sure to have fun. As a locally owned and operated firm, we're proud to call Grand Rapids, Greenville, Holland, Muskegon, and St. Joseph home.#J-18808-Ljbffr