What are the responsibilities and job description for the Principal/Sr. Tax Manager: Estate and Trust position at Gordon Advisors, P.C.?
Build your future. Lead with impact. Keep your life balanced.
Gordon Advisors is seeking an experienced Principal or Senior Tax Manager to lead and grow our Trust & Estate practice. This is an opportunity for a professional who is looking beyond their next position—someone looking for a long‑term career, leadership responsibility, and flexibility without sacrificing impactful, rewarding work. For the right individual, this role provides a clear path to Principal/Shareholder, with the ability to shape the practice and make a lasting impact.
Why Gordon Advisors?
At Gordon Advisors, you get the best of both worlds: the personal, supportive culture of a smaller firm combined with the complex, challenging work typically found at larger firms. What you do has impact, your growth is intentional, and your career path is clear. We offer:
- Meaningful client work that makes a difference
- Leadership and advancement opportunities with real influence
- A supportive, collaborative environment where your voice matters
- A culture that values work‑life balance and personal well-being
About Us
Founded in 1954, Gordon Advisors is one of the Top 20 largest public accounting and business consulting firms in Southeastern Michigan. We continue to grow thoughtfully—by investing in our people and delivering exceptional service to a diverse client base.
Our culture is built on shared goals, mutual respect, and genuine care for one another. We believe that when our team members thrive professionally and personally, our clients benefit as well.
In 2025, Gordon Advisors was honored as a Best and Brightest Companies to Work For® in Metro Detroit for the 21st time, and as a National Best and Brightest Company to Work For®, for the third time.
We offer a competitive compensation and benefits package, along with meaningful opportunities for career growth and long‑term success.
The Opportunity:
- Lead our Trust & Estate practice, advising high‑net‑worth individuals and families
- Play a key role in practice growth, strategic planning, and thought leadership
- Build strong, trusted relationships with clients, attorneys, and financial advisors
- Manage and review complex estate & trust, gift, and fiduciary income tax engagements
- Manage IRS and state matters, including POAs and correspondence
- Research and apply estate and trust tax guidance
- Mentor team members while fostering a collaborative, people‑first culture
What We Are Looking For In Candidates:
- 10 years of relevant tax experience
- Specialized experience in estate, gift, trust, and fiduciary tax services
- Bachelor’s degree in Accounting required
- CPA license and/or Juris Doctor (JD) a plus
- Ability to manage multiple priorities in a fast-paced environment
- Experience with estate & gift tax software and fiduciary accounting systems
- Proficiency in CCH Axcess and ProSystem fx Engagement a plus
Interested? Contact Us!
Apply by submitting your resume through LinkedIn or by emailing resumes@gordoncpa.com for consideration. Candidates must be legally authorized to work in the United States without sponsorship now or in the future.
Equal Employment Opportunity
Gordon Advisors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, gender identity, sexual orientation, or any other legally protected status, in accordance with applicable federal, state or local law.
Notice to Recruiters and Staffing Agencies
Gordon Advisors will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes submitted from search firms, employment agencies, or similar will be viewed as being referred free of any charges or fees and will become the property of the firm. Gordon Advisors will not pay a fee for any placement resulting from the receipt of an unsolicited resume.