Description

We’re seeking a skilled and dedicated Estate and Trust Manager to join our team! This is a full-time role based in Reno, NV, offering the flexibility to work from home up to three days per week. You’ll have the opportunity to contribute your expertise in tax planning, wealth management, and client relationships, all while enjoying a collaborative and supportive environment.

Company Culture and Environment

We foster a collaborative and supportive workplace that values teamwork and professional development. Our team is committed to providing exceptional service and creating a positive work culture that encourages growth.

Career Growth and Development Opportunities

We provide excellent opportunities for career development and progression, encouraging employees to grow their expertise in key industries through relevant training sessions and professional mentorship.

Detailed Benefits and Perks

• Paid Time Off
• 9 Paid Holidays
• Medical, Dental, and Vision Insurance
• 401(k)/Profit Sharing Plan
• Professional Dues and Licenses
• Flexible Spending Accounts and Health Savings Accounts

Compensation and Benefits

• Competitive Salary: Base salary ranging from \(110,000 - \)180,000 per year.
• Great Benefits: Comprehensive benefits including medical, dental, vision insurance, 401(k) with profit-sharing, paid time off, and flexible spending accounts.

Why you should apply for this position today

If you’re passionate about estate and trust management and ready to take the next step in your career, we’d love to hear from you! By joining us, you’ll have the chance to work in a dynamic environment that values your contributions.

Skills

• Expertise in tax planning and estate and trust taxation.
• Strong wealth management and philanthropic planning skills.
• Leadership and mentoring abilities.
• Excellent client relationship management.
• Proficient in overseeing tax return preparation and compliance.

Responsibilities

• Provide expert tax advice to clients on trust and estate taxation, wealth transfer strategies, and philanthropic planning.
• Oversee and review the preparation of tax returns for trusts, estates, and gifts.
• Lead and mentor a team, guiding staff through professional development.
• Conduct semi-annual performance evaluations for team members.
• Build and maintain strong client relationships through exceptional service.

Qualifications

• Proven experience in estate and trust management.
• Strong background in tax planning and compliance.
• Demonstrated leadership and mentoring experience.
• Excellent communication and interpersonal skills.

Education Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• Relevant certifications (e.g., CPA, CTFA) preferred.

Education Requirements Credential Category

• Bachelor’s Degree or equivalent experience.

Experience Requirements

• At least 5 years of relevant experience in estate and trust management.
• Proven experience leading teams and managing client relationships.

Why work in Reno, NV

Reno, often referred to as