Trust and Estates Tax Manager

Job overview

The Trust and Estates Tax Manager role is an onsite position in Madison, WI. Compensation is not specified. Berndt CPA LLC describes its approach as proactive and advisory-focused, serving individuals, families, and business owners throughout the year. The manager provides technical and advisory leadership on fiduciary, estate, gift, and individual taxation while managing client relationships, mentoring staff, and collaborating across tax, accounting, and advisory services.

What you'll do

• Prepare and review fiduciary Form 1041, estate, gift, and individual income tax returns for high-net-worth clients
• provide tax planning and advisory services for estates, trusts, wealth transfer, and succession planning
• advise clients and their legal and financial advisors
• research and resolve complex tax issues
• manage tax notices, audits, and examinations
• serve as a primary client contact
• participate in client meetings
• mentor tax staff
• collaborate across service teams
• contribute to client retention and firm growth.

What we're looking for

Skills & competencies

trust and estates tax manager

madison wi

berndt cpa

fiduciary tax

estate tax

gift tax

form 1041

tax planning

high-net-worth clients

cpa required

client advisory

staff mentoring

Work arrangement

• Weekend coverage required

Benefits & perks

• The firm describes a commitment to balance, flexibility, and mutual support.

Why this role

Requires a bachelor's degree in accounting, CPA certification, and 7–10 years of progressive tax experience with significant trust, estate, and high-net-worth individual focus. Work hours average 53 hours per week from January through April and 36 hours per week in other months.

About the employer

Berndt CPA LLC is hiring for this role. Industry: Offices of Certified Public Accountants. Sector: 54.