Trust and Estates Manager

Job not on LinkedIn

November 1

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

💵 $160k - $170k / year

⏰ Full Time

🟠 Senior

🔴 Lead

👔 Manager

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Carrie Rikon & Associates, LLC

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Recruitment • HR Tech • B2B

Carrie Rikon & Associates, LLC is a New York City-based, woman-owned staffing agency specializing in temporary, temporary to permanent, and permanent placements across a wide range of industries. The firm offers a personalized recruiting service with a single point of contact, ensuring efficient and genuine communication. Their expertise spans various sectors including legal, accounting and finance, medical and pharmacy, office support, consumer products, manufacturing, warehouse and construction, technology, creative, entertainment and hospitality, real estate, insurance, non-profit, energy resources, retail, and executive search. Carrie Rikon & Associates is dedicated to finding tailored talent leadership solutions that align with clients' company cultures.

1 - 10 employees

🎯 Recruiter

👥 HR Tech

🤝 B2B

📋 Description

• 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

🎯 Requirements

• CPA licence 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

🏖️ Benefits

• 401(k) • health • dental • vision • paid time off • wellness plan • additional benefits