Director of Trusts & Estates (Tax Director)
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Job Location:
Gaithersburg, MD - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
About the Role
We are seeking an experienced Tax Director Trusts & Estates to join a collaborative people-focused public accounting this leadership role you will partner with high-net-worth individuals and families to deliver thoughtful comprehensive estate planning trust taxation and fiduciary compliance services. This position offers the opportunity to play a strategic role in client relationships mentor team members and contribute to a firm that values integrity teamwork and professional excellence.
Responsibilities
- Direct and review the preparation of complex individual fiduciary estate and gift tax returns.
- Oversee compliance and reporting for family foundations and charitable entities including the preparation and review of Forms 990 990-PF and 990-T.
- Ensure adherence to multi-state probate inheritance estate and income tax regulations coordinating filings across applicable jurisdictions.
- Supervise the preparation of fiduciary accountings for estates trusts and guardianships to maintain accuracy transparency and accountability.
- Conduct in-depth research on federal and state tax laws drafting technical memoranda and developing customized tax strategies for clients.
- Provide strategic tax consulting and modeling including multi-year income estate gift generation-skipping transfer and fiduciary tax projections.
- Analyze and interpret estate planning and legal documents to ensure strategies align with client objectives and regulatory requirements.
- Manage multiple client engagements simultaneously cultivating strong enduring relationships through exceptional client service.
- Bi-annual travel to Maryland for in-person team meetings.
- Lead mentor and develop team members by offering guidance feedback and opportunities for professional advancement.
- Support business development initiatives through client networking public speaking and the creation of thought leadership content.
Qualifications
- CPA REQUIRED.
- 10 years of experience specializing in estates and trusts taxation and compliance.
- Deep understanding of federal and multi-state tax laws impacting estates trusts and high-net-worth individuals.
- Proven ability to manage complex client engagements and deliver exceptional client service.
- Strong leadership analytical and communication skills.
$180000 - $220000 a year
#LAT
Required Experience:
Director
Key Skills
- Crisis Management
- Marketing
- Public Relations
- Fundraising
- Media Relations
- Constant Contact
- Strategic Planning
- Social Media Management
- Team Management
- Public Speaking
- Wordpress
- Writing Skills
About Company
Latitude Inc is an organization providing staffing solutions and government services for companies and public sector.
