Trust & Estate Tax Manager
Buffaloonsitemanager$100K – $125K
Posted 4w ago · via Workday
About this role
Overview: The Bonadio Group is seeking an experienced trust and estate tax professional to help expand our fiduciary, estate, and gift tax services. This individual will serve as a trusted advisor to trustees, executors, beneficiaries, high-net-worth individuals, families, and their professional advisors. The role combines hands-on leadership of complex compliance engagements with proactive planning, technical consultation, team development, and process improvement. The successful candidate will strengthen delivery capacity while helping shape an integrated Private Wealth tax offering over time. Responsibilities : Manage or lead complex fiduciary income tax, estate tax, gift tax, and related individual tax compliance engagements, including technical review and timely delivery.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: monday
2
Level fit
This role is manager-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Buffalo. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
monday