Tax Manager, Estate, Gift and Trust Tax

Job overview

The Tax Manager, Estate, Gift and Trust Tax role is listed in Baraboo, WI, with onsite, hybrid, or remote arrangements available; compensation is not specified. MBE CPAs provides accounting and tax services as part of a broader affiliate group. The manager provides estate, gift, and fiduciary tax compliance and planning services while managing client relationships. The role helps individuals, families, and business owners address wealth transfer and trust administration needs.

What you'll do

• Prepare and review estate, gift, and fiduciary income tax returns
• advise clients on wealth transfer strategies
• assist with trust administration and tax compliance
• collaborate with attorneys, financial advisors, and client service professionals
• meet with clients and provide planning recommendations.

What we're looking for

Skills & competencies

part-time

tax manager

estate tax

gift tax

trust tax

fiduciary returns

tax planning

baraboo wi

mbe cpas

remote work allowed

hybrid option

401(k) match

tuition reimbursement

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision insurance
• FSA/HSA options
• PTO
• 401(k) employer match
• tuition reimbursement and CPA assistance
• supplemental insurance
• business development bonuses
• relocation packages.

Why this role

The posting welcomes part-time and seasonal team members and describes remote work as allowed; tax-season weeks may reach 50–60 hours, with 30–40-hour weeks during the rest of the year.

About the employer

MBE CPAs is hiring for this role. Industry: Offices of Certified Public Accountants. Sector: 54.