Tax Director - Trust & Estates

Job Description

Job Description

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.

What You'll Do

• 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

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

Job Experience

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

990 experience preferred

Qualifications

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)

Legally authorized to work in the United States without the need for employer sponsorship

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
Retirement plan
Short-term disability insurance
Vision insurance

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.