Director of Trusts & Estates (Tax Director)

Join a collaborative, people-focused public accounting firm as a Tax Director, Trusts & Estates. In this leadership role, you will partner with high-net-worth individuals and families to deliver thoughtful, comprehensive estate planning, trust taxation, and fiduciary compliance services. This position offers the opportunity to play a strategic role in client relationships, mentor team members, and contribute to a firm that values integrity, teamwork, and professional excellence. Responsibilities include direct and review the preparation of complex individual, fiduciary, estate, and gift tax returns; Oversee compliance and reporting for family foundations and charitable entities; Ensure adherence to multi-state probate, inheritance, estate, and income tax regulations; Supervise the preparation of fiduciary accountings for estates, trusts, and guardianships; Conduct in-depth research on federal and state tax laws; Provide strategic tax consulting and modeling; Analyze and interpret estate planning and legal documents; Manage multiple client engagements simultaneously; Bi-annual travel to Maryland for in-person team meetings. Lead, mentor, and develop team members by offering guidance, feedback, and opportunities for professional advancement; Support business development initiatives through client networking, public speaking, and the creation of thought leadership content.