Tax Manager or Director

• Estate and Trust Financial Additions
• 4.3 Fort Worth, TX Job Details $150,000
• $180,000 a year 3 days ago Qualifications Research Bachelor's degree Estate planning Full Job Description Financial Additions is seeking a Tax Manager or Tax Director for an established firm in Fort Worth. This role is ideal for a candidate coming from public accounting or family office that brings a strong Estate and Trust Tax background. This is a hybrid role
• in office 1-2 days a week.

Key Responsibilities Manage and review complex trust, estate, gift, and individual tax returns, including Forms 1041, 706, 709, and 1040. Provide tax planning and advisory services related to estate planning, wealth transfer, gifting, and succession planning. Research complex federal and state tax matters and provide practical recommendations. Advise high-net-worth clients, families, trustees, and business owners on tax strategies. Support tax planning related to business transactions, M&A, and ownership transitions. Oversee multi-state tax compliance and identify tax planning opportunities. Review tax returns for accuracy, compliance, and technical issues. Qualifications Bachelor's degree in Accounting or Finance CPA strongly preferred. 10+ years of progressive tax experience Strong experience with Trust and Estate Tax Planning #INDD