Estate & Trust Tax Manager

Gaithersburg, MD
Full Time

Position Overview: We are seeking an experienced Estate & Trust Tax Manager with a deep understanding of Federal estates and trust tax rules, as well as expertise in Maryland (MD), Virginia (VA), and District of Columbia (DC) area estate and trust tax regulations. The ideal candidate will lead our estate and trust tax team, providing strategic guidance, ensuring compliance, and delivering tailored tax solutions for our clients. This role requires a strong grasp of complex tax matters, exceptional leadership skills, and the ability to navigate diverse tax jurisdictions. This position is hybrid 2-3 days per week.

Key Responsibilities:

  • Lead and manage the estate and trust tax practice, overseeing a team of tax professionals and coordinating their efforts to deliver high-quality services to clients.

  • Provide expert guidance and consultation on estate and trust tax matters, including Federal tax rules and regulations, as well as MD/VA/DC-specific tax laws.

  • Collaborate with clients to understand their unique estate and trust structures, financial goals, and objectives, and develop tailored tax strategies accordingly.

  • Prepare and review complex estate and trust tax returns, ensuring accuracy, compliance with applicable regulations, and optimization of tax savings opportunities.

  • Stay current with changes in Federal and state tax laws, regulations, and compliance requirements, especially those pertaining to MD, VA, and DC areas.

  • Conduct in-depth tax research to address complex issues, provide informed recommendations, and support decision-making processes.

  • Develop and maintain strong client relationships through effective communication, responsiveness, and a deep commitment to meeting client needs.

  • Participate in business development initiatives, including networking, proposal preparation, and client presentations to expand the firm's client base.


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