Tax Manager, Trust & Estate

Blackman & Sloop

Chapel Hill, North Carolina, US
**
Trust, estate, gift, and individual tax compliance
Client tax advisory and compliance engagements
Technical reviews of tax returns
** Blackman & Sloop is seeking a Tax Manager specializing in trust, estate, and individual tax compliance for high-net-worth clients. The role emphasizes client management, team leadership, and requires a CPA or Enrolled Agent with substantial tax preparation experience. The company promotes a supportive and flexible work culture, offering numerous employee benefits. **

Job Summary

  • Ascend's mission is to transform the public accounting experience into one where work-life harmony is a reality.
  • The Tax Manager will lead and manage all phases of client tax advisory and compliance engagements, acting as the primary client point of contact.
  • The firm offers a comprehensive benefits package including Unlimited PTO, Medical, Dental, Vision, 401(k) Matching, and Performance Bonus.

Matching Summary

Match Score: 75

** Blackman & Sloop is seeking a Tax Manager specializing in trust, estate, and individual tax compliance for high-net-worth clients. The role emphasizes client management, team leadership, and requires a CPA or Enrolled Agent with substantial tax preparation experience. The company promotes a supportive and flexible work culture, offering numerous employee benefits. **

Skills & Requirements

Must-have

  • Trust, estate, gift, and individual tax compliance
  • Client tax advisory and compliance engagements
  • Technical reviews of tax returns
  • Tax research and advising on tax matters
  • Client relationship management

Nice-to-have

  • Team-oriented and friendly working environment
  • Sense of humor
  • Commitment to quality work
  • Proactive professional
  • Curiosity and innovation

Key Requirements

  • CPA or Enrolled Agent (EA)
  • 8+ years of tax prep & review experience
  • Experience with individual, trust, estate, and gift returns
  • Excellent project management, analytical, interpersonal, and communication skills
  • Ability or interest in business development

Work Rights

Not specified

Tailored Resume

Cover Letter