Tax Director - Trust & Estates

About the role

We are seeking an experienced Tax Director, Trusts & Estates (Hybrid) to join our collaborative, people-first team. In this leadership role, you'll partner with high-net-worth clients to provide thoughtful and comprehensive estate planning, trust taxation, and fiduciary compliance services. You'll be part of a firm that values initiative, teamwork, and professional growth—where your expertise makes a real difference in the lives of our clients and their families.

Responsibilities

• Lead and review high-level individual, fiduciary, estate, and gift tax returns
• Lead and review exempt organization filings for family foundations and related charities, including Forms 990, 990-PF, and 990-T, and oversee compliance calendars and state charitable registrations
• Ensure compliance with multi-state probate, inheritance, estate, and individual income tax statutes and regulations, coordinating filings and requirements across jurisdictions
• Oversee preparation of estate, trust, and guardianship fiduciary accountings to ensure transparency and accountability in estate and asset management
• Research federal and state tax laws by situs, prepare technical tax memorandums, and develop innovative tax strategies tailored to the unique needs of clients
• Provide ongoing consulting and scenario modeling, including multi-year income, estate, gift, generation-skipping transfer, and fiduciary tax projections, estimated tax planning, and distribution strategies for individuals, trusts, estates, and private foundations
• Review and analyze estate planning-related legal documents, ensuring that all strategies align with the clients' goals and legal requirements
• Manage multiple client engagements (and all aspects of client accounts), fostering trusted, long-term relationships
• Mentor and coach team members, providing timely, constructive feedback and leadership
• Participate in business development through networking, speaking engagements, and publishing thought leadership articles

Qualifications

• At least 15 years of recent estate, gift, and trust tax experience with a law firm, an accounting firm, IRS/Treasury, and/or bank or corporation
• Education Requirements: Bachelor's degree in Accounting, Finance, or Economics or equivalent experience; Certified Public Accountant (CPA) or Enrolled Agent (EA) preferred; JD or LLM credentials will be considered and are welcomed
• Experience: 990 experience preferred
• Knowledge: Maintains in-depth knowledge of federal and state estate, gift, and trust tax regulations and statutes, including how situs impacts planning, compliance, and administration across jurisdictions; Ability to navigate complex estate planning scenarios; Knowledge of accounting and tax software; Highly motivated with the desire to grow and develop this practice area; Passion for helping clients with estate planning, compliance, and wealth transfer needs; Interest in building collaborative relationships, striving to find the best possible solutions; Ability to travel, as needed for client engagements (mostly local); Willingness to participate in business development activities (guidance and training will be provided)

Benefits

• 401(k) 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Long-term disability insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retailer plan
• Short-term disability insurance
• Vision insurance