RemX | The Workforce Experts ยท 1 day ago
Tax Manager
RemX Recruiting Firm is hiring a Tax Manager to support their client for its Wealth Management, Personal Trust, and Estate clients. This role manages fiduciary tax filings, oversees tax preparation vendor, and partners with trust, legal, and compliance teams to ensure accurate and timely tax reporting.
Responsibilities
Lead preparation and review of 1099s, grantor letters, and state filings
Review trust, estate, and entity tax returns (1041s, 5227s, 990-PFs)
Prepare estate and GST tax returns
Oversee gifting compliance and cost-basis updates
Manage estimated tax payments and coordinate with outside tax preparers
Support trust onboarding, compliance reviews, and complex tax calculations
Educate Relationship Managers on fiduciary tax matters
Qualification
Required
Bachelor's degree in Accounting
CPA required
5+ years of tax preparation experience (trust/estate experience preferred)
Strong analytical and organizational skills
Detail-oriented with excellent communication abilities
Preferred
trust/estate experience preferred
Benefits
Competitive salary
Benefits
Nice work environment
Company
RemX | The Workforce Experts
RemX is the professional staffing division of EmployBridge, a $3 billion staffing organization with more than 600 offices in the U.S. and Canada.
Funding
Current Stage
Late StageCompany data provided by crunchbase