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. You will play a strategic role in client relationships, mentor team members, and contribute to a firm that values integrity, teamwork, and professional excellence.
Provide tax compliance and consulting services to Estate, Gift, and Trust clients. Develop and deliver innovative planning ideas that meet or exceed client expectations. Oversee complex tax research projects for a variety of Estate, Trust, and Gift issues. Work with clients to minimize their tax obligations and best pass assets according to client's wishes.
Lead and support the preparation and review of fiduciary, estate, and gift tax returns. Ensure timely and accurate filing of tax returns and estimated payments. Maintain compliance calendars and oversee tax deadlines for trust clients. Respond to IRS and state tax notices and coordinate with legal advisors as needed. Supervise and mentor junior staff. Stay current on tax laws and regulations affecting trusts and estates.
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.
We are seeking an experienced Trusts & Estates Tax Manager with 10+ years of expertise in estate, trust, and high-net-worth individual taxation. The ideal candidate will provide strategic tax planning, compliance oversight, and advisory services to clients with complex estate and trust needs. This role will work closely with attorneys, fiduciaries, wealth advisors, and family offices and is fully remote.