Tax Manager, Estates and Trusts

Description

Position Title: Tax Manager – Estates & Trusts (LLM)

Location: Remote (U.S.-based only)

Company: Keystone CPA

Salary: $122,697 – $182,057

Why Keystone?

At Keystone CPA, we’re building a different kind of firm—where people matter as much as performance. We’re collaborative, flexible, and focused on creating space for team members to own their work, grow their expertise, and contribute to something bigger than just busy season.

This role is ideal for someone who’s looking for a seat at the table, who thrives in a team environment, and who wants to apply their legal and tax knowledge in a role that impacts high-net-worth families and growing businesses.

If you bring the tax chops, we’ll support you with the tools, training, and people to build something meaningful here. This is more than a job—it’s an opportunity to carve out a long-term path in a firm that values both your brain and your wellbeing.

What You’ll Do

As our Estates & Trusts Tax Manager (LLM), you’ll work alongside attorneys, CPAs, and wealth advisors to deliver integrated, client-centered solutions. You’ll lead trust and estate planning engagements, offer proactive tax guidance, and mentor up-and-coming team members in the process.

Key Responsibilities:

Lead estate and trust tax engagements, including planning, compliance, and fiduciary oversight

Prepare and review federal and state estate, gift, and trust tax returns

Serve as a technical expert and advisor to clients on complex trust structures and tax implications

Conduct advanced legal and tax research and translate it into actionable strategies

Collaborate with attorneys, accountants, and wealth professionals across the firm

Monitor and manage WIP, ERTC/EROS, aged receivables, and billing processes

Mentor staff and help build the next generation of technical talent at Keystone

Contribute to process improvements and help shape best practices across the estate and trust practice

Qualifications

Required:

Juris Doctor (JD) and LL.M. in Taxation

Minimum of 5 years of experience in estate and trust tax planning and compliance

Experience with CCH Axcess Tax and ProSystem fx Engagement

Strong communication skills—you know how to make complex things clear

Detail-oriented with the ability to manage multiple clients and priorities

Bar licensure in at least one U.S. state

Preferred:

CPA license or active pursuit of CPA certification

Prior experience in a public accounting or professional services firm

Knowledge of advanced planning techniques (e.g., GRATs, IDGTs, charitable trusts, etc.)

A passion for team leadership and mentorship

What You’ll Get

Competitive Salary: $130,000 – $165,000 base (depending on experience), plus performance-based bonuses

100% Remote Work Environment (with optional travel for retreats or team connection)

Comprehensive Health, Dental, and Vision Insurance

401(k) with Company Match

Ongoing Professional Development + Support for CPA Licensing (if applicable)

Generous PTO + Paid Holidays

A Collaborative, Flexible Culture Where You’re Valued

How to Apply

If this role speaks to your experience and your career goals, we’d love to connect.

Keystone CPA is proud to be an Equal Opportunity Employer. We believe diverse perspectives make better firms—and better teams. Everyone is welcome here.