What are the responsibilities and job description for the Senior Manager, Trust and Estates position at PBMares LLP?
We are seeking an experienced Tax Senior Manager – Trusts & Estates to lead complex fiduciary, estate, gift, and high-net-worth individual tax engagements. This leadership role combines deep technical expertise with client advisory responsibilities, team development, and practice growth initiatives. The ideal candidate is a trusted advisor who excels at building relationships, delivering strategic tax planning solutions, and mentoring professionals in a collaborative environment.
PBMares Core Values:
- Integrity
- Trust
- Respect
- Accountability
- Caring
What that means for you:
- The opportunity to grow and shape the future of the firm.
- Full benefits: medical, dental, vision, 401K match.
- Paid Time Off
- 11 paid holidays per year
- Flexible work schedule to include hybrid work environment.
- Company investment of a minimum of 40 hours learning and development annually
What You'll Do
Client Advisory & Relationship Management
- Serve as the primary advisor to high-net-worth individuals, trusts, estates, fiduciaries, and family groups.
- Provide strategic guidance on estate planning, wealth transfer strategies, charitable giving, and trust structures.
- Collaborate with attorneys, wealth advisors, trustees, and internal teams to deliver integrated solutions.
- Proactively identify planning opportunities and help clients navigate complex tax matters.
Technical Leadership
- Lead and review complex fiduciary, estate, gift, and individual tax returns, including Forms 1041, 706, and 709.
- Advise on federal, state, multi-jurisdictional, and cross-border trust and estate tax matters.
- Conduct tax research, develop and defend tax positions, and stay current on legislative and regulatory developments.
- Contribute to technical training and thought leadership within the firm.
Team Leadership
- Mentor, coach, and develop tax professionals.
- Provide performance feedback and support career growth.
- Help drive recruiting, onboarding, retention, and succession planning initiatives.
- Foster a culture of collaboration, accountability, and continuous improvement.
Practice Growth
- Manage engagement economics, including budgeting, realization, profitability, and billing.
- Identify opportunities to expand client services and strengthen relationships.
- Participate in business development, networking, and community engagement activities.
- Support strategic growth initiatives for the Trusts & Estates practice