Hungerford

Tax Manager (Trust & Estate)

Hungerford  •  Grand Rapids, MI (Remote)  •  4 hours ago
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Job Description

As a key member of our Tax team, the position will assume a strategic role in high level tax oversight, client relationship management, and team development, with a particular emphasis on estate and trust taxation. The primary day-to-day responsibilities may involve; tax planning, tax return review, building and maintaining local business professional network, strategic planning, engagement planning and oversight, quality control review, and mentoring and training staff.

Responsibilities

  • Prepare and review fiduciary, gift, and estate tax returns, ensuring accuracy and compliance with current tax law
  • Lead estate and trust tax planning, including estate plan review
  • Deliver exceptional consulting and advisory support
  • Work closely with trustees, attorneys, and personal representatives to execute tax strategy and project management
  • Analyze and interpret trust and estate documents, with a focus on understanding the tax implications of document language.
  • Monitor and interpret legislative changes
  • Provide engagement oversight and quality control, including technical review and internal staff leadership

Requirements

  • Bachelor’s degree in Accounting
  • Active CPA license
  • 5+ years of related public accounting tax experience
  • 3+years of expertise in estate, gift, and trust tax planning and compliance
  • Proven leadership abilities

Qualifications

  • Proficient technical tax knowledge
  • Must enjoy "taking care" of their clients
  • Proven time and project management skills, able to effectively manage client relationships and workload
  • Professional and personable
  • Practices a high level of inclusion and collaboration skills
  • Pays close attention to detail
  • Able to adapt to multiple businesses/industries
  • Prefers a fast-paced, hands-on work environment, able to handle stress and deadlines
  • Embraces technology and uses it to improve processes

Benefits

  • Health Insurance – Immediate eligibility for employer-sponsored medical, dental, vision
  • Work-Life Balance – schedule flexibility, personalized hybrid work arrangements, generous PTO, parental leave
  • Flexible Spending & Dependent Care Accounts
  • 401k + Retirement Advising

About Us

Hungerford is a forward-thinking, innovative firm with over 80 years of proud service to West Michigan. We offer expertise in tax, audit, accounting, business advisory, technology, and wealth management, and are deeply committed to diversity, equity, inclusion, and collaboration—within our team, with clients, and throughout the community. Our culture is rooted in excellence, inclusivity, and a shared dedication to client success and employee growth. By exchanging innovative ideas, we help organizations thrive, create new opportunities for our people, and give back in meaningful ways. Through it all, we make sure to have fun. As a locally owned and operated firm, we’re proud to call Grand Rapids, Greenville, Holland, Muskegon, and St. Joseph home.

Hungerford

About Hungerford

At Hungerford, we believe organizations thrive when they have the right partners guiding their financial, operational, and technological decisions. As a West Michigan-based professional advisory firm, we bring together CPAs + Advisory, Managed IT Services, and Wealth Management—all working in sync to support the goals of businesses, families, and leaders across our community.

Our teams understand that growth requires clarity, and clarity comes from having experts who know your numbers, your technology, and your long-term vision. Whether an organization needs strategic tax planning, proactive cybersecurity, outsourced IT support, audit services, business transition guidance, or a wealth plan designed for generational impact, Hungerford provides a unified approach that helps clients move forward with confidence.

We serve privately held companies, family businesses, nonprofit organizations, government entities, and individuals who want a partner that listens, advises, and genuinely cares. Our clients value our ability to simplify complex issues, communicate clearly, and deliver solutions grounded in both technical expertise and practical experience.

Across every service line, our focus remains the same:

Empower people. Strengthen organizations. Build better futures.

Our Core Services

Advisory & CPA: Tax planning, assurance services, outsourced accounting, strategic consulting, and industry-specific expertise for organizations across West Michigan.

Managed IT Services: Cybersecurity, cloud solutions, 24/7 monitoring, support, and technology strategy built for small and mid-sized businesses.

Wealth Management: Personalized financial planning, investment guidance, retirement strategies, and long-term planning for individuals and families.

With offices throughout West Michigan and a commitment to community-focused service, Hungerford is invested in helping our clients grow—professionally, financially, and personally.

Industry
Consulting & Advisory
Company Size
51-200 employees
Headquarters
Grand Rapids, Michigan
Year Founded
1941
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