Tax Manager

Hiring the right people is at the heart of all great companies. It's not just about your skill set. Great places to work hire people who have the skills and background to do the work and possess the drive and confidence to make the organization better. The vibe, culture, whatever you want to call it, plays a key role in all great organizations.

We are looking to add a Tax Manager - Estate and Trust to our West Chester, Pennsylvania office. This role will serve as a technical resource for fiduciary taxation, estate planning, trust administration, and high-net-worth individual tax matters while helping clients navigate complex tax and wealth transfer issues.

What You'll Do

Fiduciary & Estate Tax Expertise

• Review complex Forms 1041, estate tax returns, gift tax returns, and high-net-worth individual tax returns.
• Research and interpret estate, trust, fiduciary, and wealth transfer tax matters.
• Advise clients, trustees, executors, beneficiaries, and family offices on tax implications of estate and trust decisions.
• Collaborate with clients' estate planning attorneys to evaluate and implement tax-efficient wealth transfer strategies.
• Prepare technical memoranda and communicate complex tax concepts in a practical manner.
• Prepare and review multistate fiduciary income tax returns, including trust residency determinations, income sourcing, and state filing requirements.
• Prepare and review Pennsylvania inheritance tax returns (REV-1500).
• Prepare and review fiduciary accounting, and principal and income allocations.
• Prepare and review Forms 5227 and 990-PF for split-interest trusts and private foundations.

Client Leadership

• Serve as a trusted advisor to individuals, families, business owners, and fiduciaries.
• Serve as a primary day-to-day contact for clients, trustees, executors, and beneficiaries, including leading client meetings.
• Manage multiple estate and trust engagements from planning through completion.
• Collaborate with attorneys, wealth advisors, bankers, and other professional advisors to support client objectives.
• Identify planning opportunities related to succession planning, charitable giving, gifting strategies, and wealth transfers.
• Build and maintain strong client relationships through exceptional service and responsiveness.
• Participate in professional organizations, such as local estate planning councils, and help build referral relationships.

Team Development

• Mentor and develop staff through technical training, coaching, and review feedback.
• Provide guidance on fiduciary, estate, and individual tax matters.
• Foster a positive learning environment and encourage continuous professional development.
• Participate in the growth and development of Maillie’s estate and trust practice.

Background / Attributes

• Bachelor's degree in accounting or a related field with required accounting credits.
• Active CPA license required; JD or LL.M. in Taxation a plus.
• 5 years of public accounting tax experience, with significant focus on fiduciary, estate, and gift taxation.
• Strong understanding of Forms 1041, 706, 709, and related fiduciary tax matters.
• Working knowledge of state fiduciary income tax rules, including resident trust and nexus considerations; experience with PA, DE, NJ, and MD a plus.
• Demonstrated ability to research complex tax issues and provide practical client guidance.
• Excellent communication and relationship-building skills.
• Experience managing client engagements and supervising staff.
• Proficiency with tax software, document management systems, and Microsoft Office applications.
• Passion for continuous learning and sharing technical knowledge with colleagues and clients.
• Comfortable working with families during sensitive transitions, including the loss of a loved one.

Why Maillie?

At Maillie, we believe expertise matters, but relationships matter more. We offer a collaborative environment where talented professionals can continue to grow, develop specialized expertise, and make a meaningful impact on clients, colleagues, and the communities we serve. With a strong regional presence, entrepreneurial culture, and commitment to professional development, Maillie provides the flexibility and support to build a rewarding long-term career. For the right individual, this role offers the opportunity for long-term growth within the firm, including a potential path to partnership.