<p>We are looking for a skilled Tax Manager to oversee compliance, planning, and preparation of complex tax filings for trusts and estates. Based in Worcester, Massachusetts, this role is ideal for a meticulous individual with strong leadership and technical expertise in fiduciary accounting and tax law. The successful candidate will manage client relationships, mentor staff, and contribute to business development efforts.</p><p><br></p><p>For immediate interviews please contact Victor Muller at 508 205 2136</p><p><br></p><p>Responsibilities:</p><p>• Supervise and ensure the accurate preparation and filing of federal and state tax returns for trusts and estates, including Forms 1041, 706, and K-1s.</p><p>• Conduct detailed research on complex tax issues and provide solutions based on findings.</p><p>• Communicate effectively with tax authorities to address inquiries and resolve issues.</p><p>• Manage a significant volume of fiduciary and agency accounts while maintaining operational efficiency.</p><p>• Review and provide feedback on tax work prepared by entry-level staff to ensure quality and accuracy.</p><p>• Build and maintain strong relationships with clients, advisors, and trust administrators.</p><p>• Offer strategic advice on trust and estate planning, wealth transfer, and tax-saving opportunities.</p><p>• Mentor, train, and evaluate tax staff to foster growth and team development.</p><p>• Participate actively in business development activities, including client presentations and industry conferences.</p><p>• Perform and review complex trust and estate accountings, ensuring compliance with legal and financial standards.</p>
