Estate & Trust Manager

Job Description

Job Description

Summary of Job Duties

Condley and Company, LLP is hiring a Manager for its Estate and Trust department.

Managers at Condley and Company are offered unique advantages such as diverse projects, experience, and clientele; a healthy work/life balance; career advancement and support; and competitive compensation and benefits including self-managed PTO and seasonal half-day Fridays.

As you engage with client work and manage complex situations, you will have significant opportunities to add value to our clients and their businesses.

Minimum Entry Requirements

• Bachelor's degree with appropriate accounting hours and Texas CPA license
• 10+ years experience in estate and trust tax planning and compliance
  
• Strong knowledge of private foundations, family office structures, and related tax implications
• Thorough knowledge of current tax laws and regulations
• Proven leadership and team management skills
• Exceptional communication and interpersonal skills for client interactions
• Authorized to work in the United States permanently without the requirement of sponsorship

 

Responsibilities 

Estate and Trust Tax Planning

• Develop comprehensive tax strategies for clients with high net worth, ensuring efficient wealth transfer and minimizing tax liabilities
• Collaborate with clients and other professionals to understand their financial goals and create personalized tax plans

Compliance Oversight

• Manage and oversee the preparation of estate and trust tax returns, ensuring accuracy and compliance with current tax laws and regulations
• Stay abreast of changes in tax codes and regulations, advising clients and the firm on potential impacts on estate and trust matters

Private Foundations and Family Office Work

• Provide expertise in structuring and managing private foundations, including compliance with tax requirements
• Work closely with family offices to address tax implications, facilitate smooth operations, and optimize financial structures

Team Leadership

• Supervise and mentor a team of tax professionals, providing guidance on complex tax issues and fostering a collaborative and growth-oriented work environment

Role Success Factors

• See the big picture for client's business, objectives and industry, and think creatively to solve business problems
• Scope engagement, manage client expectations, and ensure satisfaction 
• Take responsibility for service quality, thoroughness and accuracy; proactively work with client to gather data and follow up
• Participate as a confident knowledge resource and idea generator in client meetings and calls 
• Build and maintain client relationships through direct contact at appropriate levels of the organization; consistently provide a timely response to client and internal requests
• Recognize team capabilities, align the right talent to the work, delegate work effectively, and hold team accountable for deliverables through real-time feedback both for reinforcement and improvement
• Stay current on regulatory and industry issues
• Develop loyalty and trust with team and clients

 

Key Development Opportunities 

• Firm-paid professional development through various providers 
• Interact with all staff and levels; daily interaction with clients and partners
• Participate in a variety of non-compliance projects
• Leadership opportunities in Condley's professional development program
• Firm support for participation in community and professional organizations, networking events, alumni programs, etc.