Senior Tax Manager - Estate & Trust

Job Locations US-ME-Portland | US-ME-Bangor | US-NH-Manchester | US-MA-Waltham | US-Remote
Regular Full-Time


BerryDunn is seeking a Senior Tax Manager – Estate & Trust to join our Tax Practice Group. You will join a core team working with our gift, estate and trust clients as well as high net worth individuals. This position is planned to be based either in our Waltham, MA, Manchester, NH, Portland, ME or Bangor, ME office locations or remotely to support client work. You will report to the Tax Principal.


You Will:

  • Prepare and review gift, estate and fiduciary income tax returns
  • Provide tax planning and consulting to high net worth clients for individual and estate income taxes
  • Research and consult on various gift, estate and trust related issues
  • Maintain strong relationships with a highly proactive approach to serving clients
  • Coordinate with Principals and staff to ensure timeliness and effective communication for proper planning of engagements
  • Maintain knowledge of new tax issues and general business trends that affect clients


You Have:

  • Bachelor's degree and CPA license 
  • 6+ years’ experience in a similar role managing engagements, clients and staff
  • Excellent analytical, technical, and tax accounting/technology skills with proficiency in tax compliance and planning for estate, gift, fiduciary and high net worth individual tax clients
  • Highly capable of managing, developing and mentoring a team of tax professionals
  • Ability to effectively delegate work as needed
  • Strong analytical, research and critical thinking skills as well as decision-making skills
  • Success working collaboratively in a team environment
  • Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
  • Exceptional client service, presentation and communication skills with a demonstrated ability to develop and nurturing outstanding client relationships.
  • Strong leadership, business development, recruiting, training, coaching, and mentoring skills,
  • Computer expertise including knowledge of tax software and technology. Experience with CCH Axcess and Caseware a plus


Our Benefits:

We value our employees and offer a variety of attractive benefits, in addition to being part of a high-powered, effective team! Here are just a few of our attractive benefits:

  • Health, Dental, Rx and Vision Insurance
  • Health Savings Account (HSA); Employer contribution
  • Responsible Paid-Time-Off policy, including Paid Family Leave
  • 401(K) profit sharing plan with employer match after one year
  • Life and AD&D Insurance
  • Long-term Disability Insurance
  • Long-term Care Insurance
  • Tuition Reimbursement, Continuing Professional Education, and CPA Exam
  • Wellness Programs
  • Mentor Programs

About BerryDunn:

BerryDunn is a CPA and Management Consulting firm with over 800 employees throughout the country that provide a full range of services including Management and IT Consulting, Health Analytics/Actuarial Consulting, Audit, Accounting, and Tax. We are headquartered in Portland, Maine, with offices in Arizona, Connecticut, Massachusetts, New Hampshire, and West Virginia. BerryDunn has maintained steady growth over its 40+ year history, and the firm is regularly named to national “Top 100” lists, including recent recognition for being a “fastest-growing” firm. We partner with clients across the United States and Canada, and we attribute our growth to attracting, developing, and retaining outstanding employees who help our clients create, grow, and protect value.

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.




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