Find & Apply For Tax Manager Jobs in Grand Haven, Michigan

We are seeking a motivated and experienced Tax Manager specializing in Trust & Estate to lead a portfolio of high-net-worth and fiduciary clients. In this role, you will oversee all aspects of trust and estate tax compliance and planning, deliver client-focused solutions, mentor junior staff, and support business development within our Private Client practice. This role requires deep technical knowledge of trust and estate taxation, experience in public accounting, and the ability to manage multiple priorities while maintaining high-quality work and strong client relationships.

What you'll doManage and oversee preparation, review, and timely filing of federal, state, and local fiduciary and estate tax returns including Form 1041, Form 1040, estate tax returns, and related schedulesProvide tax planning and advisory services for trusts, estates, guardianships, and other fiduciary entities, including income tax, distribution planning, basis, and estate tax minimization strategiesServe as the primary client contact for assigned Trust & Estate engagements to build and maintain strong relationships with individual clients, trustees, executors, attorneys, and financial advisorsSupervise, mentor, and develop staff accountants and seniors by assigning work, reviewing deliverables, providing technical guidance, and conducting performance feedbackConduct technical tax research, interpret changes in tax law impacting trust and estate matters, prepare memos, and present recommendations to clients and internal stakeholdersCoordinate with our broader tax and wealth advisory teams on income tax, gift and estate planning, charitable planning, and family office mattersSupport business development activities including proposal preparation, client presentations, and cross-selling firm services to expand our Trust & Estate practiceEnsure engagement profitability and quality through effective project management, budgeting, timely billing, and adherence to firm policies and professional standardsLeverage tax software and practice tools while maintaining accurate documentation for compliance and audit readinessWhat we need5+ years of progressive Trust & Estate tax experience, including at least 3 years in public accounting or professional services with responsibility for client managementDeep technical knowledge of fiduciary taxation, estate tax, gift tax, basis adjustments, fiduciary accounting, and related compliance mattersDemonstrated experience preparing and reviewing complex fiduciary and estate tax returns including Form 1041 and estate tax formsBachelor's degree in Accounting, Finance, or a related fieldCPA license or active pursuit of a CPA licenseStrong written and verbal communication skills with the ability to present complex tax concepts to clients and non-tax professionalsProven leadership and people-management abilities, including mentoring staff and leading cross-functional project teamsProficiency with tax research tools and common tax softwareHigh ethical standards, attention to detail, and the ability to manage multiple deadlinesNice to haveMaster's in Taxation or a relevant advanced degreePay & benefits$145,000 - $165,000 /year DOECompetitive base salary commensurate with manager-level experienceLocation & scheduleWest MichiganHybridFull-timeAbout & how to applyWe are a well-established firm with a sophisticated Private Client practice and a collaborative team environment across West Michigan. We focus on providing high-touch, premium advisory services to our clients while fostering the continuous career development of our professionals.

Ready to take the next step? Apply directly through this posting by attaching your resume. We review applications on a rolling basis and will reach out to qualified candidates to schedule a confidential discussion.