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Beacon Hill is partnering with a well-established financial services firm seeking an experienced Tax Manager to join their growing team. This role focuses heavily on estate and trust taxation and requires strong hands-on experience with fiduciary, gift, and estate tax filings, including advanced estate tax work.
Key Responsibilities
- Prepare and review complex individual, trust, gift, estate, and nonprofit tax returns
- Manage high-level trust and estate tax engagements
- Review tax projections and planning strategies
- Serve as a primary point of contact for client relationships
- Mentor and support junior staff members
- Conduct tax research and assist with engagement/billing oversight
Qualifications
- 4+ years of public accounting experience
- Strong experience with trust, estate, and gift tax returns required
- Direct hands-on Form 706 experience is mandatory
- CPA, EA, or JD required
- Experience with CCH Axcess is a plus
- Candidates should be able to speak to the approximate volume of estate/trust/gift returns handled recently
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