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Tax Manager, Trust and Estate Planning

United States, Fairfield 98500.00 - 160000.00 USD / Year · Job Posted February 17, 2026
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Job Description

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Tax - Private Client Services team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for an Tax Manager, Trust and Estate Planning to join their dynamic team. This position will involve meeting with clients to address their goals and objectives for family and business estate planning. Candidate will be required to prepare strategic estate plans and illustrations of the plan that can be presented to the client and client’s attorney. This position will involve working closely with Aprio tax partners and associates to manage the estate planning process and client deliverables.

Job Responsibility

  • Provide exceptional client service
  • Develop and implement strategies to reduce clients’ estate tax exposure
  • Listen to clients and assist them in designing estate plan that captures their intentions
  • Prepare or review estate and trust income tax returns, gift and estate tax returns
  • Work closely with clients to provide tax planning, consulting and compliance services
  • Manage, develop, train, and mentor staff
  • Work with partners on delivering innovative tax planning strategies

Requirements

  • Bachelor's degree in Accounting, Finance, or related specialty
  • Masters degree in Taxation or JD, required
  • Attorney candidates preferably licensed in state of NY, but others will be considered
  • 5+ years of recent experience working in a public accounting firm, law firm, or financial services firm
  • Experience in 1041s, 709s, 706s and summarizing complex trust and estate documents
  • Exceptional verbal and written communication skills
  • Computer expertise including knowledge of tax software and technology

What we offer

  • Medical, Dental, and Vision Insurance on the first day of employment
  • Flexible Spending Account and Dependent Care Account
  • 401k with Profit Sharing
  • 9+ holidays and discretionary time off structure
  • Parental Leave – coverage for both primary and secondary caregivers
  • Tuition Assistance Program and CPA support program with cash incentive upon completion
  • Discretionary incentive compensation based on firm, group and individual performance
  • Incentive compensation related to origination of new client sales
  • Top rated wellness program
  • Flexible working environment including remote and hybrid options

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