Hiring.Camp

Estate & Trust Tax Manager

Ascend Partner Firms

Location
Auburn, AL; Birmingham, AL; Dothan, AL; Montgomery, AL; Prattville, AL; Wetumpka, AL · Jackson Thornton
Workplace
Remote, Hybrid
Department
Finance
Seniority
Manager
Education
Bachelor

Description

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

As of May 2026, Jackson Thornton has joined the Ascend network. 


Find Your Home with Jackson Thornton! 

Jackson Thornton, an accounting and consulting firm, was established in Montgomery, Alabama, on March 3, 1919. From our beginning, the firm has operated with personal integrity and professional excellence while evolving and expanding to provide more of what businesses need- whether strategic planning, business consulting, technology consulting or specialized industry services. Jackson Thornton has grown to serve clients in six locations throughout Alabama with a team of more than 200 professionals and is looking to welcome more driven, client-focused individuals to the firm. 

About the Role

We are seeking a Tax Manager with public accounting experience to join our team. Tax Managers own assigned engagements from planning through Principal review, often serving as the client service contact, and provide detailed review of complex tax returns, tax authority notices, and research engagements. You will apply professional judgment to work supported by automation and AI-enabled tools, surface planning and advisory opportunities throughout the year, and participate in billing your engagements. 

You will also develop, train, and motivate team members — including those working remotely or on shared-service teams — and may serve as a Career Advisor. This role fits someone who wants to own client relationships end to end, build a specialized area of tax expertise, and work with a collaborative team that invests in your growth and community involvement. 

 Key Responsibilities 

  • Manage assigned engagements from planning through Principal review.
  • Review complex individual, corporate, partnership, trust, and estate returns, tax authority notices, and research engagements.
  • Serve as the primary client contact and business advisor for assigned clients.
  • Identify tax planning and advisory opportunities throughout the year, not just at deadlines.
  • Delegate with engagement economics and team development in mind, including work prepared by shared-service or outsourced teams.
  • Develop and coach team members across in-person, hybrid, and remote settings; provide timely feedback and evaluation input.
  • Monitor engagement progress, staffing, out-of-scope work, and billing input.
  • Use AI-enabled research and review tools appropriately, retaining ownership of every conclusion delivered to clients.
  • Represent clients at audits, document tax advice, and monitor team adherence to quality assurance and ethical standards.
  • Support business development through referral sources, networking, proposals, and expanded services. 

Qualifications 

  • B.A./B.S. degree in Accounting or a related field.
  • CPA license required; EA or JD/LL.M. also considered.
  • Five or more years of public accounting experience with a focus on tax.
  • Estate and trust return experience preferred.
  • Strong federal and state tax compliance knowledge, with experience reviewing complex returns.
  • Working knowledge of tax research, preparation, and AI-enabled review tools.
  • Proven ability to manage multiple complex engagements while developing team members.
  • Strong project management, communication, and interpersonal skills, including with remote teams. 

Jackson Thornton offers a comprehensive, competitive benefit package to all of our professionals, which includes health, dental, and vision coverage, life insurance, long term and short term disability plans, medical and dependent care flexible spending accounts, paid time off plan, and a 401(k) plan with a match.


How to Apply

Submit your information in the application section directly below! This will include:

  • Basic contact information
  • Resume/CV and optional cover letter upload
  • Work eligibility and compensation
  • Voluntary demographic & self-ID questions

For further questions or inquiries about the role, please reach out to Olivia Riley, Sr. Recruiter at [email protected]

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Skills

ComplianceProject ManagementStrategic PlanningCPA

Similar Jobs

30

Tax Senior Manager, Estate & Trust

Geffen Mesher & Company PC·Portland, OR

Today

Estate & Trust Administration Coordinator

Steinbacher Goodall & Yurchak·Wilkes Barre, PA

1d ago

Estate & Trust Attorney

Collins Family & Elder Law Group·Greenville, SC

1w ago

Senior Associate or Counsel – Trust & Estate Litigation

Talent Search PRO·Hybrid

1w ago

Trust & Estate Consultant

Cibc·BC-Vancouver, 1055 Dunsmuir St.·Remote, Onsite

1w ago

Real Estate Trust Associate

Raymond James·FL - Saint Petersburg - 880 Carillon Pkwy Tower 4, US

1w ago

Trust & Estate Paralegal

Brighton Jones·Seattle, WA·Onsite

3w ago

Trust & Estate Planning Specialist

Nb·NY04 - New York - 1290, US·Hybrid

1mo ago

Trust & Estate Administration Paralegal

The Peninsula Center·Williamsburg, VA

1mo ago

Team Member, Private Trust & Estate Administration

Rhb·RHB Centre - Tower 3 Level 11, Malaysia

1mo ago

Tax Senior Manager – Trust & Estate/High-Net-Worth, Private Client Services

EisnerAmper is one of the·Minneapolis, US

2mo ago

Tax Senior Manager - Estate, Trust, Gift, High-Net Worth

SC&H Group·Hunt Valley, MD

2mo ago

Senior Trust, Estate & Fiduciary Strategist

Capgroup·New York, US

2mo ago

Senior Trust & Estate Manager - Family Office

Brighton Jones·Seattle, WA·Onsite

2mo ago

Trust & Estate Planning Associate - Youngstown, OH

Roetzel & Andress·Youngstown, OH

3mo ago

Trust & Estate Paralegal

Saul·LOS ANGELES, 1888 Century Park East

3mo ago

Estate & Trust Administrator

mtb·Stuart, FL·Onsite

3mo ago

Estate & Trust Administrator

Mtb·Stuart, FL·Onsite

3mo ago

Private Client Paralegal (Trust & Estate)

Esswd·Princeton, US +1·Hybrid

4mo ago

Tax Senior Manager, Trust & Estate - Private Client Services (PCS)

EisnerAmper is one of the·Iselin, US·Hybrid

4mo ago

Director of Tax, Private Client Advisors (Trust, Estate, Gift tax)

Atr·San Jose·Hybrid

4mo ago

Senior Tax Manager (Estate, Trust, Gift)

Sorren·Denver, CO +1

6mo ago

Director - Trust & Estate

PKFOD·Cranford, NJ +2

7mo ago

Estate & Trust Manager

Condley and Company·Abilene, Texas

1y+ ago

Estate & Trust Associate/Senior

Condley and Company·Abilene, Texas

1y+ ago

Senior Tax Accountant - Estate & Trust

Porte Brown Llc·Elk Grove Village, IL

1y+ ago

Team Member - Trust Administration-Estate Planning-Estate Planning

Kotak Bank·Mumbai, Maharashtra·Onsite

Today

Trust and Estate Coordinator

Holland & Knight·Jacksonville, US

1d ago

Regional Support Manager, Estate and Trust, GTA

BMO is·Canada, FCP +3

3d ago

Senior Trust Real Estate Asset Manager

Huntington·HBI Corporate Offices Cols C OH, US +10·Onsite

1w ago