Trust And Estates Tax Manager
Work for a Next Generation Accounting Firm
Make a difference and have an impact on the lives of our clients.
Berndt CPA LLC is seeking an experienced Trust and Estates Tax professional to join our growing tax advisory team. This role is ideal for a seasoned tax professional with deep experience in fiduciary, estate, and high-net-worth individual taxation who is ready to play a key role in client relationships, technical leadership, and team collaboration.
Our firm takes a proactive, advisory first approach to tax. We work closely with individuals, families, and business owners throughout the year, providing insight, strategy, and guidance well beyond compliance.
Why Berndt CPA
Work Hours
Position Overview
The Trust and Estates Tax Manager will serve as a technical and advisory resource for fiduciary and estate tax matters while managing client relationships and collaborating closely with partners, advisors, and tax team members. This role blends advanced technical expertise, client advisory services, mentoring, and relationship development.
This position is well suited for someone who enjoys building long-term client relationships, working as part of a collaborative team, and contributing to the firm's continued growth.
Key Responsibilities
Qualifications
Work-Life Balance
Berndt CPA is committed to providing an environment where team members are professionally challenged while maintaining meaningful time outside of work. We believe sustainable success comes from balance, flexibility, and mutual support.
Ready to Grow Your Career?
If you are a trust and estates tax professional looking to deepen client relationships, expand your advisory impact, and be part of a collaborative, forward-thinking team, we encourage you to apply.
Apply Confidentially Please submit a letter of interest, resume, and salary requirements. Be sure to reference the position in the subject line.
Berndt CPA LLC is an Equal Opportunity Employer.
We offer a comprehensive benefits package designed to support you and your family, including health, dental, retirement plans, and paid time off