Tax Senior Manager - Trust and Estate

Overview

Lead high‑level tax engagements for HNW individuals & trusts, ensuring compliance & client service.

Key Responsibilities

• tax engagements
• budget management
• profitability monitoring
• tax return review
• client relations
• business development

Tasks

-Work closely with partners, senior managers, seniors, and staff to integrate practice development skills into a team approach to client service and new business development -Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery -Monitor engagement profitability through managing budgets, billing, and client expectations effectively -Manage and conduct high level review of complex tax returns for our individual clients and trust returns -Develop and maintain strong client relationships by providing exceptional service and understanding their business needs -Actively participate in and lead business development efforts, including networking, attending industry events, and assisting with proposals to attract new clients -Stay current with changes in tax laws and regulations, advising clients on their impact and opportunities

Requirements

• cpa license
• cch axcess
• estate tax
• grantor trust
• 10+ years
• bachelor's

What You Bring

-Active CPA license -Experience supervising, training, developing, and reviewing the work of staff and senior associates -Familiarity with family office services and private foundation structures -Proficiency in tax preparation software (e.g, CCH Axcess and Microsoft Office Suite) -Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively -Experience with advanced estate planning including reviewing and summarizing legal documents (not drafting) associated with estate plans -Deep understanding of estate, gift, and trust tax laws and their application. -Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles -A Bachelor's degree and/or Master's degree in Accounting -Ability to develop tax planning strategies for clients -10+ years of experience in HNW tax planning, compliance, and consulting in public accounting -Proven expertise in overseeing complex client engagements and delivering high-quality client service

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About Wipfli

-Focus on driving growth and efficiency in healthcare, financial services, and manufacturing. -Consultants and advisors provide tailored solutions with deep industry knowledge. -Notable for its ability to help organizations with complex financial reporting, compliance, and operational challenges. -Consistently recognized for high-quality results and long-term client relationships. -Optimize strategies, technology, and people for sustainable success.

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