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Estate & Trust Tax Manager

Nichols & Company, CPAs

  • Westerville, Ohio
  • 30+ days ago

    Highlights

    Any unsolicited resume or candidate information submitted to Nichols & Company, CPAs or any of its employees will be considered the property of Nichols & Company, CPAs, and the firm reserves the right to contact and hire any candidate at its discretion without any obligation to pay a fee to the submitting party. We're a Westerville-based firm serving small businesses and individuals across tax preparation, consulting, accounting, and bookkeeping, with a culture built on collaboration, constant improvement, and (yes, really) loving tax season.

    Numbers & Facts

    LocationWesterville, Ohio
    Websitehttps://www.nichols-cpas.com

    Description

    Responsive recruiter
    The Opportunity

    Are you a detail-oriented CPA with real expertise in estate, gift, and trust taxation—and are you ready for a role that actually flexes around your life? We're growing our estate and trust practice and looking for an experienced professional to help build it out.
     
    This is an in-office role based in Westerville, so we're looking for local candidates. Beyond that, we've got room to work with you: some team members thrive on a full-time schedule, and others prefer fewer days during the off-season. If you've got the experience, let's talk about what fits.
     
    What You'll Do
    • Manage and prepare federal and state returns, including Gift Tax (Form 709), Fiduciary Income Tax (Form 1041), final Individual Income Tax returns (Form 1040), and related state filings
    • Provide proactive tax planning and consulting to clients and their advisors on estate, gift, and trust matters
    • Advise fiduciaries on post-mortem tax planning strategies and elections
    • Analyze trust documents and consult on the tax implications of funding and distributions
    • Prepare formal and informal fiduciary accounting and beneficiary reporting
    • Maintain accurate records, track asset basis, and ensure proper allocation between principal and income
    • Serve as a key point of contact for clients, beneficiaries, attorneys, and financial advisors
    • Communicate complex tax concepts clearly, without the jargon
    • Represent clients before tax authorities as needed
    • Research evolving estate, trust, and gift tax issues and stay current with the field
    • Manage client onboarding, engagement letters, billing, and collections for your portfolio
    • Meet with new referral sources and clients to help grow the practice
     
    You'll also have real support: our administrative team handles the behind-the-scenes work so you can stay focused on the advisory side of the job.
     
    What You Bring
    • Active CPA or EA license
    • 5+ years of relevant experience—public accounting, bank, or law firm—with direct work in estate, trust, and gift tax compliance and planning
    • Strong technical knowledge of federal estate, gift, and income tax law
    • Solid understanding of fiduciary accounting principles and the Ohio Uniform Principal and Income Act
    • Proficiency with Thomson Reuters tax software and Microsoft Office
    • Experience with high-net-worth clients and complex trust structures (preferred)
    • Experience with fiduciary accounting software (preferred)
     
    You're self-motivated and driven, and you believe outcomes can always be improved. You enjoy solving problems, working collaboratively, and communicating clearly—whether that's with a client, a beneficiary, or an attorney. You manage multiple deadlines without losing your footing, and you've built a reputation people trust.
     
    What We Offer
    • An attractive compensation model
    • A schedule built around your experience, including reduced days in the off-season if that's the right fit for you
    • Nearly every Friday off from May through December after tax season
    • An exceptional administrative team supporting your client relationships
    • Opportunities for continuing professional education (CPE) and growth
    • A collaborative, supportive team environment
    • Real autonomy in how you manage your work and clients
     
    About Nichols & Company CPAs
    N&Co isn't just a tax firm; we’re a strategic partner in making life #LessTaxing for both our clients and our team! We're a Westerville-based firm serving small businesses and individuals across tax preparation, consulting, accounting, and bookkeeping, with a culture built on collaboration, constant improvement, and (yes, really) loving tax season.
     
    Notice to Third-Party Recruiting Agencies
    Nichols & Company, CPAs does not accept unsolicited resumes or candidate submissions from recruiters, staffing agencies, or other third-party recruiting organizations. Any unsolicited resume or candidate information submitted to Nichols & Company, CPAs or any of its employees will be considered the property of Nichols & Company, CPAs, and the firm reserves the right to contact and hire any candidate at its discretion without any obligation to pay a fee to the submitting party. 

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