Remote Trust and Estates Manager

Overview

This role focuses on managing client relationships, overseeing complex trust and estate matters, and ensuring high-quality legal and advisory services.

In Short

• Manage a portfolio of trust and estate matters.
• Serve as the primary professional for assigned clients.
• Review and oversee fiduciary, gift, and estate tax returns.
• Develop strategies for resolving disputes related to wills and trusts.
• Coordinate with attorneys and financial advisors.
• Maintain compliance with legal and tax requirements.
• Provide guidance on tax strategy and compliance.
• Mentor junior team members.

Requirements

• CPA License required.
• 7-8 years of relevant experience.
• 60-75% of time spent on trust and estate work.
• Strong client relationship management skills.
• Experience in estate planning and probate litigation.

Benefits

• Competitive salary.
• Comprehensive benefits package.
• Opportunities for professional development.
• Collaborative work environment.
• Flexible work arrangements.