Senior Manager, Trust and Estates

pbmaresWilmington, NCLead L6

Accountants and Auditors Tax Preparers Treasurers and Controllers

Trusts, Estates, and Agency Accounts Trust, Fiduciary, and Custody Activities Offices of Certified Public Accountants

Job Description: 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
TrustRespectAccountabilityCaringWhat that means for you:
The opportunity to grow and shape the future of the firm.
Full benefits: medical, dental, vision, 401K match.
Paid Time Off11 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 DoClient 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 GrowthManage 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

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Level

Lead L6

Location

Wilmington, NC

Occupation

Accountants and Auditors

Industry

Trusts, Estates, and Agency Accounts

Posted

today

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