Tax Manger/Senior Manager - Estates Gifts and Trust Focus

Tax Manager / Senior Tax Manager — Estate, Gift & Trust

About Shannon & Associates

For more than 70 years, Shannon & Associates has served clients with integrity, technical expertise, and a commitment to lasting relationships. Our collaborative team values continuous learning, professional growth, and the contributions each person brings to our firm.

We’re seeking a Tax Manager or Senior Tax Manager with specialized experience in estate, gift, and trust taxation to join our large, established EGT practice. This specialty is an important part of our firm, with a strong client base and opportunities for continued growth.

You’ll join an experienced team with the opportunity to deepen your expertise, lead key client relationships, and help shape the future of the practice. The role will reflect your experience and leadership strengths, with opportunities for increasing responsibility and career advancement.

What You’ll Do

You’ll guide clients through complex estate, gift, and trust tax matters, working closely with individuals, families, fiduciaries, and their professional advisors. Your responsibilities will include:

• Managing and reviewing estate tax returns (Form 706), gift tax returns (Form 709), and fiduciary income tax returns (Form 1041)
• Advising on estate, gift, and trust tax planning, including wealth transfer strategies and related income tax considerations
• Addressing complex issues involving trust distributions, fiduciary accounting income, distributable net income, and generation-skipping transfer taxes
• Collaborating with attorneys, financial advisors, executors, and trustees to coordinate tax planning and compliance
• Researching technical tax issues and communicating clear, practical recommendations
• Building lasting client relationships with professionalism, discretion, and sensitivity
• Managing engagement scope, timelines, budgets, and deliverables
• Mentoring staff and strengthening the team’s estate, gift, and trust tax expertise
• Helping expand existing client relationships and develop relationships with referral sources
• Collaborating with firm leadership on the continued growth and direction of our EGT practice

What You’ll Bring

• Bachelor’s degree in Accounting, Finance, or a related field
• CPA certification required
• Progressive public accounting tax experience appropriate for a Manager or Senior Manager role
• Significant hands-on experience in estate, gift, and trust tax compliance and planning
• Strong technical knowledge of DOR Washington State Estate as well as Federal Forms 706, 709, and 1041 and their related tax considerations
• Experience reviewing complex returns, managing engagements, and guiding staff
• The ability to explain complex matters clearly to clients and professional advisors
• Sound judgment and a thoughtful approach to sensitive family and financial matters
• An interest in developing others and contributing to the long-term growth of the practice
• Experience serving high-net-worth individuals and families is a plus
• An advanced degree in taxation or additional estate planning credentials are a plus

Why Shannon & Associates?

• An established specialty: Join a substantial EGT practice with an experienced team and strong client relationships.
• Room to grow: Expand your technical expertise, take on increasingly complex engagements, and develop as a leader.
• A voice in the future: Contribute ideas and help shape the continued growth and direction of the EGT practice.
• Career advancement: Build toward broader client, team, and practice leadership responsibilities as you grow with the firm.
• A collaborative culture: Work with colleagues who value integrity, respect, shared knowledge, and professional development.

Let’s Talk About Your Next Step

If estate, gift, and trust taxation is your specialty, we’d love to meet you. Bring your expertise to an established practice where you can make an immediate contribution and build your future with Shannon & Associates.

Job Type: Full-time

Pay: $130,000.00 - $195,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Continuing education credits
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Opportunities for advancement
• Paid time off
• Paid training
• Professional development assistance
• Tuition reimbursement
• Vision insurance

Experience:

• Public Accounting : 6 years (Required)

License/Certification:

• CPA (Required)

Ability to Commute:

• Kent, WA 98030 (Required)

Work Location: Hybrid remote in Kent, WA 98030

Salary : $130,000 - $195,000