Aprio
Aprio4mo ago
USD 98500–160000/yr

Tax Manager, Trust and Estate Planning

United StatesUnited States·FairfieldRemoteFull Timemid
Finance & AccountingTax ManagerTax Specialist
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Quick Summary

Overview

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.

Technical Tools
Finance & AccountingTax ManagerTax Specialist
Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 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.
  • 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
  • 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. Candidate can work remotely.
  • 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
  • Location & Eligibility

    Where is the job
    Fairfield, United States
    Remote within one country
    Who can apply
    US
    Listed under
    United States

    Listing Details

    Posted
    January 6, 2026
    First seen
    March 26, 2026
    Last seen
    May 11, 2026

    Posting Health

    Days active
    46
    Repost count
    0
    Trust Level
    51%
    Scored at
    May 11, 2026

    Signal breakdown

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    Aprio
    Aprio
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    Aprio is a leading business advisory and accounting firm known for its comprehensive services and client-centric approach.

    Employees
    3k+
    Founded
    1952
    View company profile
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    AprioTax Manager, Trust and Estate PlanningUSD 98500–160000