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Hybrid Estate & Trust Tax Manager

Buffalo, NY 14264

Posted: 04/01/2025 Employment Type: Permanent Industry: Accounting and Auditing Services Job Number: 7749 Pay Rate: $100,000 - $120,000

Job Description

Join a company with an incredible reputation for a family-friendly culture, offering competitive pay and phenomenal benefits!

A modern tax firm located in Buffalo has an opening for an Estate & Trust Tax Manager. The position is responsible for:
  • Preparing and reviewing complex estate gift tax and trust returns
  • Leading estate and gift planning for high network clients
  • Performing tax research
  • Ensuring tax returns are completed in a timely manner to meet deadlines
  • Helping train and supervise staff accountants
  • Monitoring time budgets for large tax engagements
  • Assisting with client billing when needed

Job Requirements

  • 5+ years of public accounting experience with a focus on trust, estates, gift tax, individual and business tax
  • CPA with related Bachelor`s or Master`s degree in Business, Finance, Accounting, Taxation or related field
  • Experience overseeing accounting, tax and related work in a public accounting environment
  • Ability to lead, mentor and develop others in growth, development, and wellness
  • Strong critical thinking and problem solving skills
  • Proficient in MS Office, tax and accounting software


Key Resource Group, LLC considers applicants for all positions without regard to gender, race, color, religion, national origin, ancestry, age, marital status, sexual orientation, pregnancy, physical or mental disability, citizenship, veteran status, gender expression and/or identity, or any other class protected by federal, state, or local laws. Key Resource Group, LLC is an equal opportunity employer.

Meet Your Recruiter

Lisa Lamprecht
Director of Talent Acquisition

A graduate of Houghton Academy in Accounting and Business Administration, Lisa brings over 35 years of experience to the KRG team. Her experience includes finance, human resources, IT, marketing, property management, and a brief stint as a location scout for a county film commission in Northern California. She enjoys working behind the scenes to keep things moving smoothly. Her support keeps us working as a team, putting people to work as efficiently and seamlessly as possible.

Lisa is a New York transplant from California that loves living in Western New York. She is often asked why she left California. Her answer: the art scene, the architecture, and most importantly, the people! Buffalo has shown her over and over again that it really is the City of Good Neighbors.

When she is not working, Lisa enjoys spending time with her husband, Michael, and their dog Benny, a lab and border collie mix. She also is learning to paint with watercolor, crochets, and gardens when the weather permits.

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About Buffalo, NY

Discover your next career opportunity in the vibrant city of Buffalo, New York! Unlock growth and success in the 'Queen City' as you explore our job listings. Buffalo boasts a diverse job market, with industries ranging from healthcare to technology, offering endless possibilities for career advancement. Immerse yourself in the rich culture and history of Buffalo, home to iconic landmarks like Niagara Falls, the Albright-Knox Art Gallery, Shea's Performing Arts Center, and the Buffalo Bills and Buffalo Sabres. Indulge in the famous Buffalo wings, while enjoying the charming neighborhoods and picturesque waterfront. Join us in seizing the exciting career prospects Buffalo has to offer!