Senior Tax Manager – Trust & Estate

We are seeking an experienced Senior Manager – Trust & Estate Tax to lead high-net-worth client engagements, from tax planning to reviewing complex returns. This is a visible leadership role with the opportunity to mentor junior staff, collaborate with subject matter experts, and work directly with clients on sophisticated estate and trust planning strategies.

Key Responsibilities

• Review and prepare complex trust, estate (Form 1041), and foundation returns for high-net-worth clients.
• Advise clients on income, estate, and gift tax planning strategies.
• Analyze and interpret estate planning documents such as wills and trusts; provide recommendations to optimize outcomes.
• Mentor, train, and supervise tax professionals, helping them build technical and client-facing skills.
• Develop tax-efficient strategies to minimize client liabilities.
• Serve as a trusted client advisor, managing relationships and presenting solutions.

Qualifications

• Bachelor’s degree in Accounting, Tax, or related field; Master’s in Taxation preferred.
• CPA license or JD/LLM in Taxation strongly preferred.
• 5+ years of fiduciary tax and wealth planning experience within a public accounting or professional services environment preferred.
• Proven expertise serving high-net-worth individuals and families.
• Strong communication, analytical, and leadership skills.
• Proficiency with tax software and Microsoft Office tools.

Why Join Us?

• Lead sophisticated client engagements in a high-visibility role.
• Collaborate with seasoned experts in trust & estate planning.
• Hybrid work model with flexibility and work/life balance.
• Competitive compensation package.
• Be part of a collaborative, growth-oriented team culture.

Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity.

Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.

Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.

Contact information

Jacob Spaid