Senior Tax Manager-Schlereth Tax & Accounting Group (STAG)
- Salary
- $130K–$175K
- Hiring from
- United States
- Work type
- Remote
- Posted
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Rapidly growing CPA practice seeks full time, fully remote Senior Tax Manager – Trusts & Estates to add to team.
Schlereth Tax & Accounting Group is a Rockville Centre, NY tax and accounting firm serving individuals, families, business owners, estates, trusts, and tax-exempt organizations, with a focus on New York State tax expertise. We are seeking a Senior Tax Manager to lead our trusts and estates work for high-net-worth and ultra-high-net-worth clients. The ideal candidate will manage and grow client relationships, review and prepare high complexity individual, fiduciary, estate, and gift returns, and deliver thoughtful planning in coordination with clients’ other advisors. They will be organized and approach each issue with an analytical mindset. This position is fully remote.
Requirements: 8+ years public accounting experience in high-net-worth individual and trust and estate taxation (fiduciary, estate, and gift)
Responsibilities include but are not limited to:
Position requirements:
Estimated Salary commensurate with experience, but range is $130,000 to $175,000
Schlereth Tax & Accounting Group is a Rockville Centre, NY tax and accounting firm serving individuals, families, business owners, estates, trusts, and tax-exempt organizations, with a focus on New York State tax expertise. We are seeking a Senior Tax Manager to lead our trusts and estates work for high-net-worth and ultra-high-net-worth clients. The ideal candidate will manage and grow client relationships, review and prepare high complexity individual, fiduciary, estate, and gift returns, and deliver thoughtful planning in coordination with clients’ other advisors. They will be organized and approach each issue with an analytical mindset. This position is fully remote.
Requirements: 8+ years public accounting experience in high-net-worth individual and trust and estate taxation (fiduciary, estate, and gift)
Responsibilities include but are not limited to:
- Manage a portfolio of high-net-worth and ultra-high-net-worth individuals, families, trusts, and estates, including client relationships, billing, and collections.
- Review of complex individual (1040), fiduciary (1041), estate (706), and gift (709) tax returns, as well as related partnership, S-corporation, and private foundation (990-PF) returns, with a focus on high-risk and complex items.
- Supervise, train, and mentor shared staff of 2-4 people in a remote environment.
- Prepare high complexity trust, estate, and gift returns when needed, including fiduciary accounting income, DNI, and trust/beneficiary reporting.
- Provide estate, gift, and trust planning, including wealth transfer, generation-skipping transfer (GST), and business succession and transition planning, in coordination with clients’ attorneys and financial advisors.
- Year-round tax planning and projections focusing on clients’ tax savings and ongoing tax opportunities.
- Research complex trust, estate, and income tax issues and develop resolutions.
- Serve as primary engagement manager – scope, scheduling, staffing, deadlines, and realization.
- Client acquisition and onboarding, including networking with estate planning attorneys, wealth managers, and local estate planning councils.
- Act as the team’s trusts and estates technical resource and support quality control reviews.
Position requirements:
- Bachelor of Accounting required.
- Master’s in taxation is a plus.
- CPA required.
- AEP®, CFP®, or similar estate planning designations are a plus.
- 3+ years in a tax manager role reviewing returns and managing engagements, clients, and staff.
- Strong technical knowledge of trust, estate, gift, and GST taxation, plus related individual and pass-through taxation.
- Strong written and verbal communication skills, including explaining complex issues to clients and their advisors.
- Ability to organize and prioritize work and manage multiple workstreams simultaneously.
- Ability to work independently and stay accountable in a remote setting, while collaborating well with the team.
- Availability during Eastern Time business hours for client meetings and team coordination.
- Strong technology skills (the firm relies heavily on technology because the office is paperless – Word, Excel, QuickBooks (online and desktop), Adobe pro, CFS payroll, BNA)
- AI Fluency. Ability to deploy AI tools to accelerate tax research and analysis, while exercising the professional judgment to verify every output against primary authority, manage context drift and iterative refinement that AI-assisted work demands.
- Prior experience with ProFx or Access Tax is preferred.
Estimated Salary commensurate with experience, but range is $130,000 to $175,000
