{"id":1027886,"url":"https://alion.io/job/abdo-tax-manager-individuals-trusts-estates","title":"Tax Manager - Individuals, Trusts, & Estates","company":{"id":669100,"name":"Abdo","domain":"abdosolutions.com","url":"https://alion.io/company/abdosolutions","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"BambooHR","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Mankato, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":97000,"max":132000,"currency":"USD","period":"year","gross":null,"usd_annual":132000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-09-02T00:00:00Z","employer_posted_date":"2026-09-02","last_verified_at":"2026-10-21T18:05:24Z","board_verified":true,"closed_at":null,"days_open":49,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":49},"description":"Join the Abdo team where your expertise makes a lasting impact. As a Tax Manager specializing in Trusts, Estates, and Individual Tax Services, you'll serve as a trusted advisor to high-net-worth individuals, families, and fiduciaries, helping them navigate complex tax matters and planning opportunities. You'll lead sophisticated engagements, build strong client relationships, mentor team members, and help clients achieve their wealth preservation and legacy planning goals.\nAt Abdo, we’re not your typical accounting firm. For us, ‘Lighting the path forward’ means that we go well beyond traditional accounting and auditing to deliver solutions that help our clients succeed. We carefully seek out the best people and trust them to make a difference in helping our clients navigate forward with confidence.\nOur culture is built on the following principles:\nRelationships- We give our best to our clients and to each other.\nGrowth & Development - We get better every day.\nTeamwork - We accomplish great things together.\nKey responsibilities include:\nLead and manage complex tax engagements, including individual, trust, estate, and gift tax returns\nServe as a trusted advisor to high-net-worth individuals, families, trusts, and estates, providing proactive tax planning and consulting services\nResearch, analyze, and resolve complex tax issues while identifying planning opportunities and practical solutions for clients\nBuild and maintain strong client relationships, meeting with clients and prospects to understand their needs and identify value-added services\nPrepare, review, and sign tax returns and work products to ensure accuracy, quality, and compliance with professional standards\nManage engagement workflow, staffing, timelines, and project deliverables to ensure exceptional client service and timely completion\nMaintain strong realization on revenue billed with a target goal of 90% or above; Complete billing on time and target billing above 80% of beginning WIP\nMentor, develop, and train team members while fostering a collaborative and high-performing culture\nContribute to firm growth through business development, client retention, and cross-selling opportunities\nMonitor engagement performance, billing, and profitability to support the success of both clients and the firm\nStay current on tax law developments and leverage technology and AI-enabled tools to enhance efficiency, accuracy, and client service\nIdeal Manager candidate has:\nBachelor’s degree in accounting\nCPA required with appropriate equivalent work experience\n5+ years experience in practice area (individuals, trusts, & estates) with demonstrated leadership capabilities\nProficient in advanced MS-Excel functions\nStrong quantitative analysis and critical thinking skills, with a focus on improvement and automation\nDesire to work in a fast-paced environment\nCollaborative spirit and adaptability to change\nAttracting, developing, and retaining the best employees are our highest priorities at Abdo. Listed as a “Fastest Growing Firm” and ranked in the Top 200 firms by Inside Public Accounting, we are always seeking talented individuals who can contribute to the continued growth and success of our firm.\nIf you desire flexibility and control in your work schedule along with recognition for your efforts, Abdo has the opportunity you’re looking for! Apply online TODAY!\nFlexible Workplace:\nAbdo approaches the hybrid work environment through flexible workplace options of working mostly from home or working mostly from the office. We want our people to work where they work best!\nInterviews for this position may be conducted via Zoom video.\nAdditional Information:\nAt Abdo, we are committed to providing fair, transparent, and competitive compensation that reflects the unique skills and experiences of each candidate. The estimated base pay range for this role is $97,000 - $132,000. Offers are typically made below the maximum to allow room for future compensation increases in the role. The compensation offer will be based on factors such as experience, education, licensure, certifications, skills, and business needs.\nAll employees have the opportunity to earn discretionary bonuses based on demonstration of extraordinary performance, special projects of significant importance, or other major accomplishments. Managers are also eligible for a manager bonus program which is awarded based on the consideration of individual contributions, team accomplishments, and firm growth.\nAbdo cares about the wellbeing of our team members and offers a comprehensive benefits package to support this. Our benefits package includes:\nMedical, dental, vision, HSA with employer match, FSA medical and dependent care, long & short-term disability insurance options\n22 days per year of PTO, 8 full holidays, 2 half holidays, 24 hours paid volunteer time, parental and grandparent leave\n401(k) plan with employer contributions up to 4.5%\nAbdo-sponsored telehealth platform\nTechnology reimbursement\nHalf day Fridays June through September (2 months of 36 hr work weeks & 2 months of 40 hr work weeks)\nProfessional expenses and CPA support and bonus\nBenefits offerings are based off benefits eligibility requirements being met. View more information on our comprehensive benefits package on our Careers page.\nAbdo LLP is committed to providing equal employment opportunities to all employees and applicants for employment without regard to any legally-recognized basis “protected class” including but not limited to: race, color, religion, sex, national origin, age, veteran status, disability, sexual orientation, marital status, or any other characteristics protected under federal, state, or local laws.\nIf you need assistance or reasonable accommodations through our recruiting process, please email us at .\nWe will not be hiring candidates from agencies for this position.","description_format":"text","description_chars":5886,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Flexible schedule","Hybrid work"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Audit & Assurance Firms","Accounting & Bookkeeping Services","Tax Advisory & Preparation"],"lifecycle":[{"event":"open","at":"2026-09-18T12:34:26Z"}],"visa":[],"liveness":{"score":29,"band":"fade","label":"Fading","p_open":1,"p_active":0.649,"p_room":0.45,"age_days":49,"expected_fill_days":27,"reasons":["conf:0","win:tail"],"computed_at":"2026-10-21T05:46:15Z"},"pay":{"stated_usd_annual":132000,"is_top_pay":true},"html_url":"https://alion.io/job/abdo-tax-manager-individuals-trusts-estates","json_url":"https://alion.io/job/abdo-tax-manager-individuals-trusts-estates.json","meta":{"generated_at":"2026-10-21T21:57:01Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":31248,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-22T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":669100},"rest":"https://alion.io/mcp/rest/get_company?id=669100"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fabdo-tax-manager-individuals-trusts-estates"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fabdo-tax-manager-individuals-trusts-estates"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fabdo-tax-manager-individuals-trusts-estates"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/abdo-tax-manager-individuals-trusts-estates\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fabdo-tax-manager-individuals-trusts-estates"}]}