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Tax Manager - Individual, Estate & Trust

Legacy Search Advisors
2 hours ago
Full-time
Remote friendly (Baltimore, Maryland, United States)
United States and US-MD
$100,000 - $150,000 USD yearly

Tax Manager (Individual, Trust & Estate Focus)
$110K–$150K + Bonus
Hybrid - BWI Corridor - Maryland
  
  
If you love complex trusts but are tired of the public accounting hamster wheel… this one’s for you!
  
This stable, yet always growing, Family Office is looking for a Tax Manager to take ownership of trust & estate compliance as part of a close-knit and experienced tax team.
  
✅ Why people take this role (and stay):

  • Sophisticated Trust and Individual Tax work without constant fire drills
  • Visible seat at the table with real influence on process + best practices
  • Sustainable pace + continuity
  • Hybrid schedule

  
What you’ll own:

  • Lead prep/review/oversight of fiduciary income tax returns (including complex trusts)
  • Coordinate deadlines, estimates, filings, and documentation with high accuracy
  • Research fiduciary tax issues and document conclusions clearly
  • Partner cross-functionally and coordinate with outside advisors
  • Drive improvements in workflow, standards, and tech-enabled best practices

  
You’re a fit if you have:

  • 5+ years fiduciary tax experience (trusts/estates + individual compliance)
  • CPA preferred

  
�� Interested (or know someone quiet-but-elite in Individual, Trust & Estate Tax)?