Remx · 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.
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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
401(k)
401(k) matching
Continuing education credits
Dental insurance
Disability insurance
Health insurance
Life insurance
Opportunities for advancement
Paid sick time
Paid time off
Paid training
Parental leave
Professional development assistance
Profit sharing
Relocation assistance
Retirement plan
Vision insurance