Trust & Estate Tax Manager

Keilty Bonadio

. Manage or lead complex fiduciary income tax, estate tax, gift tax, and related individual tax compliance engagements .

Posted 9/24/2026full-timeBuffalo • New York • United StatesMid-LevelSenior💰 $100,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in fiduciary income, estate, and gift taxation, with a strong focus on compliance, planning strategies, and client advisory. Proven ability to manage complex engagements, mentor staff, and utilize technology to enhance workflow and quality.

Highest-signal resume keywords

Fiduciary Income Tax ComplianceEstate Tax ComplianceGift Tax ComplianceCPA LicenseTax Software Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Fiduciary Income TaxEstate TaxGift TaxWealth-Transfer PlanningTax Reporting RequirementsMultistate Tax IssuesTrust StructuresTax ComplianceTechnical ReviewEngagement Management

Soft Skills

Strong Communication SkillsSound JudgmentMentoringCollaborationClient Relationship Management

Tools & Technologies

Tax SoftwareMicrosoft Office

Certifications & Qualifications

CPA LicenseJDEA

Industry Keywords

Fiduciary TaxationEstate AdministrationTrust AgreementsCharitable Tax MattersPrivate Foundation Taxation

About the role

Key responsibilities & impact

Manage or lead complex fiduciary income tax, estate tax, gift tax, and related individual tax compliance engagements
Perform technical review and ensure timely delivery
Advise trustees, executors, beneficiaries, and families on fiduciary income taxation, estate and gift tax matters, wealth-transfer strategies, estate administration, and related planning opportunities
Analyze trust agreements and legal documents to determine tax reporting requirements and planning opportunities
Research and resolve complex federal and multistate fiduciary, estate, gift, charitable, private foundation, and individual tax matters
Communicate conclusions clearly to clients and engagement teams
Coordinate with attorneys, financial advisors, trust companies, family office professionals, and other advisors
Oversee engagement scope, staffing, workflow, budgets, billing, risk management, and filing deadlines
Mentor and develop professionals through technical review, coaching, training, and delegation
Standardize processes, improve workflow, and use technology and automation to strengthen quality and capacity
Collaborate across service lines to deliver integrated solutions for clients' personal, family, business, wealth-transfer, charitable, and succession-planning objectives

Requirements

What you’ll need

A minimum bachelor's degree in taxation, accounting, law, or a related field
Active CPA license, JD, or EA
A minimum of five years of progressive public accounting or equivalent tax experience
Experience preparing and reviewing fiduciary income tax returns and related trust and estate tax compliance, including exposure to estate administration, wealth-transfer planning, or complex trust structures
Strong technical knowledge of fiduciary income, estate, gift, and individual taxation, including experience or exposure to multistate fiduciary issues and nonresident trust considerations
Experience managing complex engagements, multiple priorities, and client relationships in a collaborative, fast paced environment
Experience supervising, reviewing, and developing professional staff
Strong written and verbal communication skills, sound judgment, and the ability to explain complex matters clearly
Proficiency with tax software and Microsoft Office applications
Ability to work additional hours at peak times

Benefits

Comp & perks

Flexible Friday scheduling available in accordance with firm policy and business needs
Mentoring and training programs
Exposure to a variety of work
Ability to pave your own path forward