Tax Director - Trusts and Estate; Remote

Position: Tax Director - Trusts and Estate (Remote)
Salary: $180,,000/year - bonus, equity, benefits.

The Tax Director – Trusts & Estates will lead our firm’s fiduciary and estate tax practice, overseeing the delivery of complex tax compliance and planning engagements for trusts, estates, and high-net-worth individuals. This leader will serve as a key technical resource, mentor team members, and work directly with clients, attorneys, and financial advisors to provide strategic estate and wealth transfer planning solutions.

Responsibilities

• Oversee the preparation and review of fiduciary (Form 1041), estate (Form 706), gift (Form 709), and related individual income tax returns.

• Provide strategic estate, gift, and trust tax planning, including wealth transfer, charitable giving, and generational planning.

• Partner with attorneys, financial advisors, and family offices to implement integrated tax and estate strategies.

• Manage client relationships, ensuring exceptional service, timely communication, and proactive tax insights.

• Supervise and mentor staff and managers, fostering professional growth and technical development.

• Monitor legislative and regulatory changes affecting trusts and estates; advise clients and firm leadership accordingly.

• Contribute to business development by expanding existing client relationships and assisting with new client proposals.

• Maintain a high level of technical proficiency and contribute to the firm’s thought leadership in the trust and estate space.

Requirements

• CPA license required

• 10+ years of progressive experience in public accounting or a trust/wealth management environment, with a strong focus on trust and estate taxation.

• Proven experience managing complex client engagements and multiple priorities in a fast-paced professional services environment.

• Strong leadership, mentoring, and team development skills.

• Excellent communication skills, with the ability to explain complex tax concepts clearly to clients and staff.

• Commitment to maintaining the highest standards of ethics, professionalism, and client confidentiality.

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