Tax Director – Trusts and Estate

Job not on LinkedIn

November 4

🦀 Maryland – Remote

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

⚔️ Virginia – Remote

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

+1 more states

🦀 Maryland – Remote ⚔️ Virginia – Remote ☕ Washington – Remote

💵 $180k - $210k / year

⏰ Full Time

🔴 Lead

💰 Tax

Apply Now

Receive Emails with Similar Jobs

Latitude Inc

WebsiteLinkedInAll Job Openings

Recruitment • Government • Enterprise

Latitude Inc. is a staffing company providing industry-specific consulting, contract, contract-to-hire, and permanent placement services. They support programs within the public sector, offering expertise in IT, finance, engineering, bioscience, and manufacturing. Latitude Inc. connects qualified candidates with suitable career opportunities and has a track record of successful placements across various disciplines. The company is headquartered in Hanover, MD, and emphasizes serving both the private and government sectors.

11 - 50 employees

🎯 Recruiter

🏛️ Government

🏢 Enterprise

📋 Description

• Oversee the preparation and review of fiduciary (Form 1041), estate (Form 706), gift (Form 709), and related individual income tax returns. • Provide strategic estate, gift, and trust tax planning, including wealth transfer, charitable giving, and generational planning. • Partner with attorneys, financial advisors, and family offices to implement integrated tax and estate strategies. • Manage client relationships, ensuring exceptional service, timely communication, and proactive tax insights. • Supervise and mentor staff and managers, fostering professional growth and technical development. • Monitor legislative and regulatory changes affecting trusts and estates; advise clients and firm leadership accordingly. • Contribute to business development by expanding existing client relationships and assisting with new client proposals. • Maintain a high level of technical proficiency and contribute to the firm’s thought leadership in the trust and estate space.

🎯 Requirements

• CPA license required • 10+ years of progressive experience in public accounting or a trust/wealth management environment, with a strong focus on trust and estate taxation. • Proven experience managing complex client engagements and multiple priorities in a fast-paced professional services environment. • Strong leadership, mentoring, and team development skills. • Excellent communication skills, with the ability to explain complex tax concepts clearly to clients and staff. • Commitment to maintaining the highest standards of ethics, professionalism, and client confidentiality.

🏖️ Benefits

• bonus • equity • benefits