Tax Supervisor or Manager (Estate & Trust)

TL;DR

Tax Supervisor or Manager (Estate & Trust): Overseeing the preparation and review of complex estate, trust, and gift tax returns for fiduciary clients with an accent on technical accuracy and regulatory compliance. Focus on managing filing deadlines, mentoring junior staff, and ensuring returns are defensible under evolving tax laws.

Location: Remote (United States)

Salary: $100,000 – $122,500 per year

Company

hirify.global is a full-service accounting firm providing comprehensive assurance, tax, and consulting services to clients globally.

What you will do

• Prepare and review federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and gift tax returns (Form 709).
• Manage compliance calendars and ensure the timely and accurate filing of tax returns and estimated payments.
• Respond to IRS and state tax notices and coordinate with legal advisors.
• Supervise and mentor junior staff, providing technical guidance and review support.
• Collaborate with trust officers, attorneys, and wealth advisors to gather documentation and clarify tax positions.
• Support digital-first initiatives through paperless workflows and remote collaboration.

Requirements

• CPA license required.
• 5+ years of experience in public accounting or law firms with a focus on trust and estate tax compliance.
• Strong understanding of fiduciary accounting, trust administration, and estate planning concepts.
• Proficiency in tax software such as CCH Axcess, ProSystem fx, and SurePrep.
• Must be authorized to work in the United States.

Nice to have

• Experience with high-net-worth clients and complex estate structures including revocable, irrevocable, testamentary, and grantor trusts.

Culture & Benefits

• Flexible work arrangements and remote work options to support work-life balance.
• Generous time off, including 14 Firm Holidays, Flex PTO, paid family leave, and winter break.
• Strong professional development culture with CPA exam resources, bonuses, and live classes through hirify.global University.
• Comprehensive well-being resources, including a wellness platform, employee assistance program, and mental health resources.
• Collaborative, inclusive, and entrepreneurial environment centered on the motto "Because People Matter".