Trusts & Estates Tax Director - Remote

Overview

We are seeking an accomplished Trusts & Estates Tax Director with 10+ years of specialized experience in estate, trust, and high-net-worth individual tax planning and compliance. This leader will oversee complex estate and trust engagements, serve as a senior advisor to clients and internal teams, and drive strategic planning initiatives related to wealth transfer and legacy planning.

In Short

• Lead the trusts and estates tax practice and oversee complex tax compliance, planning, and advisory services
• Review and sign off on fiduciary, estate, gift, and individual tax returns, including Forms 1041, 706, and 709
• Provide authoritative guidance on estate planning strategies, wealth transfer, charitable giving, and asset protection
• Advise high-net-worth and ultra-high-net-worth families, fiduciaries, trustees, family offices, and legal advisors
• Conduct advanced tax research and interpret federal and state tax laws and regulatory changes
• Oversee estate and trust administration tax matters, valuations, and distributions
• Serve as a trusted resource and technical expert for attorneys, CPAs, financial planners, and wealth advisors
• Lead IRS examination strategies and manage resolution of estate and gift tax issues
• Mentor, develop, and supervise tax professionals; support recruiting and training initiatives
• Manage key client relationships and support firmwide business development and practice growth
• Ensure the highest standards of compliance, confidentiality, and ethical conduct

Requirements

• 10+ years of experience in trusts and estates tax planning and compliance
• Strong technical expertise in tax regulations
• Exceptional client-relationship skills
• Experience managing sophisticated family wealth structures

Benefits

• Fully remote position
• Opportunity to lead and mentor a team
• Engagement with high-net-worth clients
• Competitive compensation package