Tax Senior Manager — Trusts & Estates
Employment type
Full-time
Work setting
On-site
Location
Wilmington, NC
Schedule
Day shift
Posted
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Job overview
The Tax Senior Manager — Trusts & Estates role is hybrid in Wilmington, NC; compensation is not specified. The role supports PBMares’ Trusts & Estates practice and its work with high-net-worth individuals, trusts, estates, fiduciaries, and family groups. The manager leads complex tax engagements and client advisory work while developing staff and supporting practice growth through technical leadership, engagement management, and business development.
What you'll do
- Advise clients on estate planning, wealth transfer, charitable giving, and trust structures
- lead and review fiduciary, estate, gift, and individual tax returns
- research tax matters and develop positions
- mentor tax professionals
- manage engagement economics
- identify service opportunities
- support recruiting and practice growth.
What we're looking for
- Skills & competencies
- tax senior managerpbmares llpwilmington nchybridtrusts and estatesfiduciary taxestate taxgift taxhigh-net-worth clientstax planningteam leadershipbusiness development401(k) matchpaid holidays
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, dental, vision, 401(k) match, paid time off, 11 paid holidays, flexible schedule, and at least 40 hours of annual learning and development.
Why this role
Hybrid work environment; firm investment of at least 40 hours of learning and development annually.
About the employer
PBMares LLP is hiring for this role. Industry: Offices of Certified Public Accountants. Sector: 54.
Additional details
- Industry sector
- 54
- Industry
- Offices of Certified Public Accountants
- Occupation code
- 13-2011.00
You'll be redirected to the employer's application page.
Listing ID: 60efb85c-ec42-4b4a-8c85-96b74fb8b8b0