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Tax Accounting Manager (Trusts & Estates) - Remote

Posted 1 week ago
Finance / Legal
Full Time
USA

Overview

We are seeking an experienced Tax Manager specializing in Trusts & Estates to lead complex tax planning and compliance services for high-net-worth individuals, fiduciaries, and family offices.

In Short

  • Manage and review the preparation of federal and state fiduciary income tax returns (Forms 1041), estate tax returns (Form 706), gift tax returns (Form 709), and generation-skipping transfer (GST) tax filings
  • Advise clients on estate planning strategies, charitable giving, trust structuring, and wealth preservation
  • Provide guidance on trust accounting and distributions in accordance with trust documents and applicable laws
  • Identify and resolve tax issues; provide practical solutions and strategic advice tailored to client goals
  • Oversee and mentor tax staff and senior associates; manage workflow and ensure timely and accurate delivery of services

Requirements

  • Bachelors Degree in Accounting, Finance or related field
  • 10+ years accounting experience with a focus on Trusts/Estates
  • CPA or EA preferred

Benefits

  • No benefits mentioned in the description
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Latitude

Latitude is a dynamic architectural firm that specializes in designing a diverse range of projects, including residential, commercial, and institutional buildings. With a focus on creativity and technical precision, the company fosters a collaborative environment where architects work closely with clients, engineers, and construction teams throughout all phases of the architectural process. Latitude values innovation and is committed to staying current with industry standards and regulations, ensuring high-quality project delivery. The firm also offers flexible work arrangements, including remote work options, to support a balanced work-life environment.

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