Senior Tax Manager – Estates, Trusts, and Fiduciary Taxation jobs in United States
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Revonary Accountants & Advisors LLC · 1 week ago

Senior Tax Manager – Estates, Trusts, and Fiduciary Taxation

positionBloomfield Hills, MI
timeFull-time
remoteHybrid
senioritySenior Level
date7+ years exp

Revonary Accountants & Advisors, LLC is seeking an experienced Senior Tax Manager specializing in trusts, estates, and fiduciary taxation to join their team. The role involves leading fiduciary income tax return preparation, overseeing fiduciary accounting, and providing high-level tax planning for complex trusts and estate settlements.

AccountingBookkeeping and PayrollFinancial ServicesTax Consulting
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H1B Sponsor Likelynote

Responsibilities

Prepare and review fiduciary income tax returns (1041), estate tax returns (706), and gift tax returns (709)
Oversee fiduciary accounting, including formal accountings for trusts and estates
Provide high-level tax planning for complex trusts, estate settlements, and wealth transfer strategies
Collaborate with attorneys, trustees, executors, and beneficiaries on tax, reporting, and distribution matters
Analyze estate plans, trust instruments, and related documents to ensure accurate tax treatment
Manage compliance calendars, extensions, projections, and estimated tax planning
Correspond with taxing authorities regarding fiduciary and estate-related matters
Mentor staff and contribute to building the firm’s fiduciary/estate practice
Maintain strong client relationships and deliver exceptional advisory support

Qualification

CPAFiduciary taxation1041 preparationEstate tax returnsQuickBooksCCH AxcessBNAResearch skillsClient-facing skillsCommunication skillsMentoring

Required

Bachelor's degree in Accounting (or Business with an Accounting emphasis)
CPA required
7–10 years of recent public accounting experience
Demonstrated expertise in fiduciary taxation, including 1041s, 706s, 709s, and estate/trust accounting
Experience working with high-net-worth individuals, estate attorneys, and trust officers
Proficiency with QuickBooks, CCH Axcess, BNA, and fiduciary accounting systems
Strong research skills and a commitment to staying current on estate and trust tax developments

Preferred

additional estate/trust credentials (e.g., CFP, PFS, or trust/estate coursework)

Benefits

Health, Dental, Vision, and Life Insurance
401(k) plan with matching
Paid Time Off and Dependent Care Benefits
Flexible Spending Account (FSA) plan
Hybrid schedule with flexible hours
Summer Fridays (June/July)
Casual attire and remote work options
A culture that truly values work-life balance outside of tax season

Company

Revonary Accountants & Advisors LLC

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We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.
dateFounded in 2021
location
Rye, New York, USA
people-size11-50 employees
web-link
https://www.revonary.com

H1B Sponsorship

Revonary Accountants & Advisors LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (2)

Funding

Current Stage
Early Stage

Leadership Team

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Ira Grossbach
Managing Partner
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Company data provided by crunchbase