Trusts & Estates Tax Director (Remote)

Latitude Inc 🏢📊📈

Remote regions

US

Salary range

$190,000–$220,000/year

Benefits

Job Description

We are seeking an accomplished Trusts & Estates Tax Director with 10+ years of specialized experience in estate, trust, and high-net-worth individual tax planning and compliance. This leader will oversee complex estate and trust engagements, serve as a senior advisor to clients and internal teams, and drive strategic planning initiatives related to wealth transfer and legacy planning. The ideal candidate brings deep technical expertise, exceptional client-relationship skills, and experience managing sophisticated family wealth structures. This position is fully remote. Lead the trusts and estates tax practice and oversee complex tax compliance, planning, and advisory services. Review and sign off on fiduciary, estate, gift, and individual tax returns, including Forms 1041, 706, and 709.Provide authoritative guidance on estate planning strategies, wealth transfer, charitable giving, and asset protection. Advise high-net-worth families, fiduciaries, trustees, family offices, and legal advisors. Serve as a trusted resource and technical expert for attorneys, CPAs, financial planners, and wealth advisors. Mentor, develop, and supervise tax professionals; support recruiting and training initiatives. Manage key client relationships and support firmwide business development and practice growth. Ensure the highest standards of compliance, confidentiality, and ethical conduct.

About Latitude Inc

We are seeking an accomplished Trusts & Estates Tax Director with 10+ years of specialized experience in estate, trust, and high-net-worth individual tax planning and compliance.

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