Green Bay, WI, 54306, USA
4 days ago
Tax Manager - Public
Description We are looking for an experienced Tax Manager with expertise in the trust and estate domain to join our dedicated services team in Green Bay, Wisconsin. As a nationally recognized firm, we serve a diverse range of clients, providing specialized tax solutions for estates, trusts, and related areas. This role offers an opportunity to work closely with law firms and other reputable organizations, delivering high-quality design and administration services. Responsibilities: • Lead comprehensive tax planning and compliance efforts for trusts, estates, and fiduciary entities. • Manage the preparation and review of tax filings, including Forms 1041, 709, and 706. • Provide expert guidance on estate tax matters and strategies to minimize tax liabilities. • Collaborate with legal experts and other firms to design effective estate plans. • Handle tax-related aspects of entity formation and restructuring. • Conduct research and obtain private letter rulings (PLRs) in the areas of trusts, estates, and IRAs. • Oversee annual income tax provisions and ensure compliance with regulatory standards. • Support clients with trust and estate administration, ensuring accurate tax reporting. • Mentor team members at the entry level, fostering growth and development. • Stay updated on changes in tax laws and regulations to provide informed advice to clients. Requirements • CPA certification or equivalent qualification. • Extensive experience in trust and estate tax planning and compliance. • Proficiency in preparing and reviewing complex tax returns, including fiduciary and estate filings. • Strong knowledge of tax laws and regulations related to trusts, estates, and IRAs. • Proven ability to collaborate with legal experts and other firms. • Excellent analytical and problem-solving skills. • Effective communication and interpersonal abilities. • Commitment to staying current with industry trends and changes in tax legislation. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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