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)?