Trust & Estates Manager | CPA | Gaithersburg, MD (DC Metro)
Our client, a top-tier CPA firm in Gaithersburg, MD, is seeking an experienced Trust & Estates Manager to join their high-performing team. This firm ranks among the highest in compensation payout within AGN (a worldwide association of independent accounting businesses).
Why Join This Firm
- Hybrid schedule : 3 days in-office, 2 days work-from-home after training
- Elite compensation within the AGN network
- Work with talented professionals in a firm that values long-term career growth
- Comprehensive benefits package
Key Responsibilities
Manage and review complex tax-exempt organization returns (Form 990, 990-PF, 990-T) for trusts, estates, foundations, and nonprofit entitiesOversee client relationships and serve as trusted advisor on trust and estate tax planningConduct research on technical trust, estate, and tax-exempt organization issuesMentor and develop staff and senior-level tax professionalsCollaborate with firm leadership on engagement strategyQualifications
Active CPA license required7-10 years public accounting experience with deep expertise in trust and estate taxation and tax-exempt organizations (990, 990-PF, 990-T)Proven ability to manage multiple complex engagements and lead client relationshipsStrong technical skills, leadership abilities, and collaborative mindsetCompensation & Benefits
Base Salary : $150K-$210K depending on experienceHybrid schedule : 3 days in office, 2 days remote after trainingComprehensive benefits including health insurance, 401(k), CPE allowance, and paid time off