Description

We are excited to invite a dynamic and experienced Trust & Estate Tax Manager to join our team! This is an excellent opportunity for an individual with a strong background in Trust and Estate (T&E) services, particularly with high-net-worth (HNW) clients. You’ll play a key role in managing tax planning and compliance for trusts, estates, and gift tax returns, working in a fast-paced and rewarding environment. If you’re passionate about providing top-notch service and thrive in a collaborative, client-focused role, this position could be the perfect fit for you.

Company Culture and Environment

Join a professional, collaborative environment where the focus is on delivering exceptional service to clients. We prioritize a client-focused approach and team support, fostering an inclusive workspace.

Career Growth and Development Opportunities

We offer accelerated career advancement opportunities in a supportive and dynamic environment, allowing you to grow and develop your career in the Trust and Estate sector.

Detailed Benefits and Perks

• Fully remote opportunities to work from anywhere in the nation
• Competitive pay, annual bonus, sign-on bonus, and bi-annual reviews with raises
• Start with 6+ weeks of PTO, 10 holidays, 2 floating holidays, and unlimited sick days
• Outstanding health, dental, and vision plans to keep you and your family covered
• Work-life balance with a maximum of 55 hours per week during busy seasons

Compensation and Benefits

• Competitive salary based on experience
• Annual performance bonuses
• Comprehensive health, dental, and vision insurance packages
• Flexible remote work arrangement

Why you should apply for this position today

This is a fantastic opportunity to join a professional and supportive team where you can make a significant impact on high-net-worth clients while enjoying work-life balance and extensive benefits. If you’re passionate about delivering exceptional service and have the required qualifications, we’d love to hear from you.

Skills

• Expert knowledge in preparing and reviewing federal and state estate, gift, and trust tax returns (Forms 706, 709, and 1041)
• Strong background in tax planning and consulting for high-net-worth clients
• Excellent interpersonal and communication skills
• Strong analytical abilities and attention to detail
• Proficiency in tax software and Microsoft Office Suite

Responsibilities

• Lead the preparation and review of federal and state estate, gift, and trust tax returns
• Provide expert tax planning and consulting services to high-net-worth clients
• Collaborate closely with team members to deliver comprehensive Private Client Services
• Build and maintain strong, lasting relationships with clients
• Stay up-to-date with the latest tax laws and trends
• Identify and implement strategies to improve processes and enhance productivity
• Mentor and guide junior team members

Qualifications

• A Bachelor’s degree in Accounting, Finance, or a related field
• Certified Public Accountant (CPA) certification is required
• At least 5 years of experience in trust, estate, and gift tax planning and compliance
• Strong experience with preparing and reviewing Forms 706, 709, and 1041
• In-depth knowledge of federal and state tax laws related to trusts, estates, and gifts

Education Requirements

• Bachelor’s degree in Accounting, Finance, or a related field

Education Requirements Credential Category

• Certified Public Accountant (CPA)

Experience Requirements

• At least 5 years of relevant experience in trust and estate tax planning and compliance
• Previous experience working with high-net-worth clients and private client services is a plus

Why work in Denver, CO

Denver is known for its vibrant atmosphere, offering a blend of urban culture and outdoor activities. With a growing tech scene and abundant recreational options, including access to stunning natural landscapes, Denver provides an excellent quality of life and career opportunities.