Tax Manager, Trust and Estate

Overview

At Wipfli, people count.

At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

This role within Wipfli will primarily focus on the review of current estate plans, if applicable, and of estate enhancement options to best fit each individual clients needs.The manager will be responsible for understanding and meeting delivery dates and attending internal collaboration meetings. An understanding of trust agreement language and UniformPrincipal and Income Act ("UPIA") will be essential to the role.

Responsibilities

Responsibilities :

Researching basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA and RIA Checkpoint, with a primary focus on income / estate tax matters.

Preparing written deliverables, such as emails, memos, and Excel matrices, that document client issues and facts, apply relevant guidance, and provide conclusions about estate matters.

Responding to internal and external client and firm associate requests in a timely, accurate, positive and professional manner.

Communicating with engagement leaders regarding open items or other important matters in a timely manner, and meeting prescribed budgets and deadlines.

Performing estate tax calculations using Microsoft Excel, number crunchers or other available systems.

Participate in developing standardized approaches and methodologies for improving the quality and time-to-delivery of estate plan solutions.

Knowledge, Skills and Abilities

Qualifications :

5+ years of experience working with individuals, fiduciary, estate and gift compliance

Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience

CPA certification required in the respective state in which they are practicing

Knowledge and understanding of wealth transfer planning vehicles

Experience and knowledge of comprehending trust agreement language

Experience and knowledge of income tax and estate value impact of various trust vehicles including :

Charitable remainder and lead trusts

Spousal lifetime access trusts

Intentionally defective grantor trust

Qualified Personal Residence Trust

Grantor Retained Annuity trusts

Ability to quickly become proficient or experience with charting estate plans derived from legal documents

Ability to quickly become proficient or experience in drafting written correspondence explaining estate plans derived from legal documents

Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn () page to connect!

#LI-AF1 #LI-Hybrid

Additional Details

Additional Details :

Wipfli is an equal opportunity / affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com

"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Job LocationsUS-MI-Southfield, MI

Job ID 2025-6921

Category Tax

Remote No