Berndt CPA LLC · 17 hours ago
Trust And Estates Tax Manager
Madison, WI
Full-time
Hybrid
Senior Level
7+ years expBerndt CPA LLC is a next generation accounting firm seeking an experienced Trust and Estates Tax professional to join their growing tax advisory team. The Trust and Estates Tax Manager will serve as a technical and advisory resource for fiduciary and estate tax matters while managing client relationships and collaborating closely with partners, advisors, and tax team members.
AccountingConsultingFinancial Services
Responsibilities
Prepare and review fiduciary (Form 1041), estate, gift, and individual income tax returns for high-net-worth clients
Provide proactive tax planning and advisory services related to estates, trusts, wealth transfer, and succession planning
Advise clients and their legal/financial advisors on complex trust and estate tax matters
Research and resolve complex tax issues; communicate findings clearly to clients and internal teams
Manage IRS and state tax notices, audits, and examinations related to trust and estate matters
Serve as a primary point of contact for assigned clients, building trusted, long-term relationships
Participate in client meetings and planning discussions alongside partners and advisors
Mentor and support tax staff through technical guidance, review, and training
Collaborate with team members across tax, accounting, and advisory services to deliver integrated solutions
Contribute to client retention and firm growth through relationship development and advisory opportunities
Qualification
Required
Bachelor's degree in accounting (required)
CPA certification (required)
7-10 years of progressive tax experience, with significant focus on trusts, estates, and high-net-worth individuals
Strong technical knowledge of fiduciary, estate, gift, and individual income taxation
Experience reviewing tax returns and providing technical guidance to staff
Ability to manage multiple clients, priorities, and deadlines
Excellent communication and interpersonal skills
Client-focused mindset with a desire to build and develop long-term relationships
Collaborative team player with a proactive, advisory approach
High level of integrity, professionalism, and attention to detail
Company
Berndt CPA LLC
At Berndt CPA LLC, we believe entrepreneurs are the driving force behind innovation, job creation, and community growth.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Alicia Greer, CPA
COO
Jay Mouille, CPA
Partner
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