Remote Trust and Estates Manager

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 for client relationships and conveying complex concepts Strong organizational skills for managing multiple projects and deadlines Demonstrated ability to work in a collaborative, professional environment

Manage trust and estate matters including planning, administration, probate, and litigation. Serve as the primary professional for assigned clients, handling high-value cases. Review and oversee preparation of fiduciary, gift, and estate tax returns. Develop strategies for resolving disputes related to wills, trusts, and fiduciary duties. Coordinate with attorneys and financial advisors for integrated solutions. Provide guidance on tax strategy and compliance for estates and trusts. Mentor junior team members.