Job description
Remote T rust and Estates Manager
$160,000 - $170,000 Plus Benefits
CPA Licence Required
What We Seek:
We are seeking a highly motivated Trust and Estates Manager to join our established Estates & Trusts practice. This role will focus on managing client relationships, overseeing complex trust and estate matters, and ensuring the highest quality legal and advisory services. The ideal candidate will be a CPA from another accounting firm who has spent 60–75% of their time on trust and estate work, with at least 7–8 years of relevant experience.
About Us:
We are a respected law and advisory firm with offices across multiple states, recognized for our deep experience in trust and estate matters. Our Estates & Trusts team provides comprehensive services, including estate planning, asset protection, probate litigation, and fiduciary dispute resolution. We work closely with beneficiaries, fiduciaries, and other impacted parties to address complex, often sensitive issues with both legal skill and compassion.
Responsibilities of the Trust and Estates Manager Role:
Manage a portfolio of trust and estate matters, including estate planning, administration, probate, and litigation.
Serve as the primary professional for assigned clients, handling high-value cases and important client relationships.
Review and oversee preparation of fiduciary, gift, and estate tax returns.
Develop and execute strategies for resolving disputes involving wills, trusts, fiduciary duties, capacity challenges, and asset distribution.
Coordinate with attorneys, financial advisors, and other professionals to deliver integrated solutions.
Maintain compliance with all relevant legal and tax requirements in applicable jurisdictions.
Provide guidance to clients on tax strategy, compliance, and post-tax profit optimization related to estates and trusts.
Mentor junior team members to ensure consistent quality and professional development.
Position Requirements of the Trust and Estates Manager Role:
CPA license required; Master’s degree in Taxation is a plus.
7–8+ years of public accounting experience with 60–75% focus on trust and estate work.
Experience in reviewing fiduciary, estate, and gift tax returns.
Excellent communication skills to manage client relationships and convey complex concepts clearly.
Strong organizational skills with the ability to manage multiple projects and deadlines.
Demonstrated ability to work in a collaborative, professional environment.
Compensation & Benefits:
Salary commensurate with experience, expected range $160,000 plus bonus.
401(k), health, dental, vision, paid time off, wellness plan, and additional benefits.
Remote position with potential travel for client meetings as needed.
