Trust and Estates Manager

Summary

Join our respected law and advisory firm as a Remote Trust and Estates Manager! This role involves managing a portfolio of trust and estate matters, serving as the primary point of contact for high-value clients, and overseeing tax return preparation. You will develop dispute resolution strategies, collaborate with other professionals, and ensure legal and tax compliance. The ideal candidate is a CPA with 7-8+ years of public accounting experience, with a significant focus on trust and estate work. A Master's degree in Taxation is a plus. This remote position offers a competitive salary, bonus potential, and a comprehensive benefits package.

Requirements

• CPA license required; Master’s degree in Taxation is a plus
• 7–8+ years of public accounting experience with 60–75% focus on trust and estate work
• Experience in reviewing fiduciary, estate, and gift tax returns
• Excellent communication skills to manage client relationships and convey complex concepts clearly
• Strong organizational skills with the ability to manage multiple projects and deadlines
• Demonstrated ability to work in a collaborative, professional environment

Responsibilities

• Manage a portfolio of trust and estate matters, including estate planning, administration, probate, and litigation
• Serve as the primary professional for assigned clients, handling high-value cases and important client relationships
• Review and oversee preparation of fiduciary, gift, and estate tax returns
• Develop and execute strategies for resolving disputes involving wills, trusts, fiduciary duties, capacity challenges, and asset distribution
• Coordinate with attorneys, financial advisors, and other professionals to deliver integrated solutions
• Maintain compliance with all relevant legal and tax requirements in applicable jurisdictions
• Provide guidance to clients on tax strategy, compliance, and post-tax profit optimization related to estates and trusts
• Mentor junior team members to ensure consistent quality and professional development

Benefits

• Salary commensurate with experience, expected range $160,000 plus bonus
• 401(k), health, dental, vision, paid time off, wellness plan, and additional benefits
• Remote position with potential travel for client meetings as needed