Estate & Trust Manager

Job Description

Job Description

Salary :

Summary of Job Duties

Condley and Company, LLP is hiring a Manager for its Estate and Trust department.

Managers at Condley and Company are offered unique advantages such as diverse projects, experience, and clientele; a healthy work / life balance; career advancement and support; and competitive compensation and benefits including self-managed PTO and seasonal half-day Fridays.

As you engage with client work and manage complex situations, you will have significant opportunities to add value to our clients and their businesses.

Minimum Entry Requirements

• Bachelor's degree with appropriate accounting hours and Texas CPA license
• 10+ years experience in estate and trust tax planning and compliance
• Strong knowledge of private foundations, family office structures, and related tax implications
• Thorough knowledge of current tax laws and regulations
• Proven leadership and team management skills
• Exceptional communication and interpersonal skills for client interactions
• Authorized to work in the United States permanently without the requirement of sponsorship

Responsibilities

Estate and Trust Tax Planning

Compliance Oversight

Private Foundations and Family Office Work

Team Leadership

Role Success Factors

Key Development Opportunities