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Tax Senior Manager- Estate & Transition Planning Services

Tax Manager- Estate & Transition Planning

At Berntson Porter, our mission is to assist our clients in identifying, clarifying, and achieving their goals. We’re passionate about creating an environment where people love what they do, and we bring together energetic and entrepreneurially-minded individuals to build community relationships.

Berntson Porter has been recognized each of the past four years as one of the “Best Accounting Firms to Work for in the Nation,” by Accounting Today. In 2016, we were recognized as a Best Firm to Work for as well as one of 2015's Best of the Best Firm to Watch. We accomplish this by caring about our clients’ families and companies as if they were our own. 

Job Summary:

As a manager in our Estate & Transition Planning group, your role would be responsible for mentoring members of the department, researching tax matters, reviewing tax returns and supporting work papers, managing other tax projects and developing client relationships by providing superior service.

BP offers a robust benefits package consisting of a competitive salary, full benefits, ranging from medical, dental and vision to profit sharing, and a 401k package. We are looking for bright, personable professionals with a commitment to quality and expertise with a desire for growth and development in a specialized industry.



  • Proficiency in Fiduciary and Estate Returns; including 1041, 706, and 709 returns
  • 6 or more years of experience
  • Bachelor’s Degree is required; Master’s Degree in Taxation is a plus
  • Knowledge of highly specialized trusts including QTIP, ILIT, IDGT, ESBT
  • Knowledge in the calculation of trust accounting income
  • Significant experience with serving high net worth individuals, family groups and their closely-held entities
  • Ability to think beyond accounting and understand client issues and goals
  • Strong written and verbal communication skills
  • Ability to expand services to existing clients and develop new business relationships
  • Must be a licensed CPA; MS in Taxation or Enrolled Agent is a plus


At this time, we are considering only candidates who are able to work without employer sponsorship.  No agencies or phone calls please.  Only those candidates whose experience best meets our requirements will be contacted.


Berntson Porter & Company, PLLC is an Equal Opportunity Employer.

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