Tax Director - Trusts and Estate (Remote)

Salary : $180,000 - 210,000 / 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

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