Trust and Estate Manager

At The Swanson Group Your Trusted Accountant were not your average accounting firm. Were a collaborative crew of CPAs and tax planners who genuinely enjoy solving tax puzzles. To us every tax return is a challenge worth mastering and we find joy in untangling last years messes strengthening small businesses and uncovering tax savings along the way.

As Westbrooks largest full-service tax accounting and consulting firm were proud to be a Next Generation Accounting Firm. That means we focus on relationships over transactions strategic guidance over cookie-cutter forms. We offer forward-thinking counsel to help small businesses grow while also delivering excellent traditional tax prep services.

Led by a self-made female entrepreneur our team blends decades of expertise with fresh perspectives. Were casual collaborative and serious about delivering top-tier service without sacrificing fun or flexibility.

Were searching for an ambitious and growth-minded Trust & Estate Manager to join our team in a high-impact role serving individuals families trusts and estates.

This is an excellent opportunity for someone who enjoys working closely with clients navigating complex trust and estate matters and becoming a trusted advisor to families through important financial and life transitions. Youll have the opportunity to take ownership of client relationships mentor team members and continue developing your expertise without the pressure of bringing in new business.

Youll join a firm that respects your time and invests in your development offering exceptional flexibility meaningful client work and a collaborative team environment.

As a Trust & Estate Manager youll play a key role in managing our trust estate gift and high-net-worth individual client relationships. Responsibilities will include:

• Manage and review trust estate gift and individual income tax returns including Formsand complex 1040s.
• Oversee trust and estate engagements from planning through preparation review and completion.
• Work directly with high-net-worth individuals families fiduciaries executors trustees attorneys and financial advisors.
• Assist clients with estate and gift tax planning trust taxation wealth transfer strategies and related compliance matters.
• Research complex trust and estate tax issues and provide practical recommendations to clients.
• Identify planning opportunities and proactively advise clients on potential tax implications.
• Review work prepared by staff and provide technical guidance and feedback.
• Supervise mentor and develop associates and senior-level team members.
• Stay current on changes to federal and state trust estate and gift tax laws and help educate the broader team.
• Build long-term client relationships by serving as a responsive and knowledgeable point of contact.
• Collaborate with partners and other professionals across the firm to deliver comprehensive solutions.

Youll be a strong fit for this role if you:

• Have significant experience in trust estate gift and high-net-worth individual taxation ideally within a public accounting or professional services environment.
• Have hands-on experience preparing and reviewing Formsand complex 1040 returns.
• Understand estate and gift tax planning concepts and enjoy solving complex client issues.
• Have experience supervising reviewing and mentoring staff.
• Stay current on evolving tax laws and enjoy sharing your knowledge with others.
• Are comfortable communicating directly with high-net-worth clients and their professional advisors.
• Excel in a collaborative team-driven environment.
• Build and maintain strong lasting client relationships.
• Are looking for an opportunity to continue growing into a senior leadership role within a firm.
• Are excited about the opportunity to live and work in coastal Maine just minutes from Portlands vibrant restaurant and cultural scene. Our newly renovated dog-friendly office is located on Main Street in Westbrook across from the Presumpscot River.

We believe your compensation and career should grow alongside your impact.

• No business development requirement -- we have plenty of existing work and will match your client responsibilities to your interests experience and capacity.
• Opportunity to manage a meaningful portfolio of trust estate and high-net-worth client relationships.
• Competitive base compensation based on experience.
• Long-term advancement opportunities as the firm continues to grow.
• Our goal is to become an ESOP by December 31 2030 creating an exciting opportunity for employees to participate in the firms long-term success.

• Unlimited PTO
• Make-your-own-schedule flexibility
• 401(k) with 3% match
• Health and dental insurance
• Short- and long-term disability coverage
• Group life insurance
• Ongoing training and professional development

If you enjoy helping families navigate complex trust and estate matters and want to build your career with a firm that values both your expertise and your time wed love to meet you.