Estate & Trust Tax Manager

Gaithersburg, MD
Full Time

As an Estate and Trust Tax Manager, you will lead our estate and trust tax planning and compliance efforts. You will collaborate with a team of skilled professionals to provide tailored tax strategies that align with our clients' long-term financial objectives.


  • Manage a portfolio of estate and trust clients, overseeing tax planning, compliance, and advisory services.
  • Review complex tax returns for accuracy and completeness, ensuring adherence to relevant regulations.
  • Develop and implement tax strategies that minimize liabilities and optimize financial outcomes.
  • Stay up-to-date with changes in tax laws and regulations affecting estate and trust planning.
  • Collaborate with clients, legal teams, and financial advisors to create integrated wealth plans.
  • Provide guidance and mentorship to junior staff members within the tax team.

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