Tax Manager – Estates and Trusts

🔥 4 minutes ago

🇺🇸 United States – Remote

💵 $130k - $165k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Tax

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Keystone CPAs

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

🤝 B2B

Finance • B2B

Keystone CPAs is a regional accounting and advisory firm that provides a range of financial services for both businesses and individuals. Their offerings include accounting and auditing, bookkeeping, payroll processing and compliance, tax preparation and audit representation, estate and gift tax planning, QuickBooks Online setup and training, business valuation and brokerage services, and wealth advisory services such as retirement planning, investment management, and legacy/estate planning. Keystone operates affiliated entities (Keystone CPAs, Keystone Business Brokerage, and Keystone Wealth Advisors) and also provides virtual accounting services across the United States.

📋 Description

• Lead estate and trust tax engagements, including planning, compliance, and fiduciary oversight • Prepare and review federal and state estate, gift, and trust tax returns • Serve as a technical expert and advisor to clients on complex trust structures and tax implications • Conduct advanced legal and tax research and translate it into actionable strategies • Collaborate with attorneys, accountants, and wealth professionals across the firm • Monitor and manage WIP, ERTC/EROS, aged receivables, and billing processes • Mentor staff and help build the next generation of technical talent • Contribute to process improvements and help shape best practices across the estate and trust practice

🎯 Requirements

• Juris Doctor (JD) and LL.M. in Taxation • Minimum of 5 years of experience in estate and trust tax planning and compliance • Experience with CCH Axcess Tax and ProSystem fx Engagement • Strong communication skills • Detail-oriented with the ability to manage multiple clients and priorities • Bar licensure in at least one U.S. state • CPA license or active pursuit of CPA certification (preferred) • Prior experience in a public accounting or professional services firm (preferred) • Knowledge of advanced planning techniques, including GRATs, IDGTs, and charitable trusts (preferred) • Passion for team leadership and mentorship (preferred)

🏖️ Benefits

• Performance-based bonuses • 100% Remote Work Environment (with optional travel for retreats or team connection) • Comprehensive Health, Dental, and Vision Insurance • 401(k) with Company Match • Ongoing Professional Development • Support for CPA Licensing (if applicable) • Generous PTO • Paid Holidays • Collaborative, Flexible Culture

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