Estate and Trust Manager

Boulay; United States; Ibrido; USD 110.000 - 165.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical insurance

Dental insurance

Vision insurance

401k

Flexible schedule

Hybrid/Remote work

Descrizione del lavoro

Boulay is seeking an Estate and Trust Manager to lead engagements in estate, gift, and trust taxation, fiduciary accounting, and estate administration. You will manage a portfolio of client relationships, oversee budgets and timelines, mentor staff, and collaborate across departments to deliver integrated solutions.

The role offers hybrid or remote options within the United States and a competitive salary. Candidates should have CPA/EA/JD and 6+ years of experience; Bachelor's in Accounting or

Competenze

• Bachelor's degree in Accounting, Finance, or related field.
• CPA, EA, or JD certification.
• Strong knowledge of tax law and IRS codes.

Mansioni

• Oversee and review complex estate, gift, trust, and fiduciary income tax engagements.
• Review fiduciary accounting and trust administration engagements.
• Serve as trusted advisor on complex tax, estate planning, and trust matters.
• Manage multiple client relationships as primary contact.
• Oversee engagement budgets, billing, scheduling, and project execution.
• Mentor and develop staff through delegation and feedback.
• Stay current on tax laws and professional standards.
• Contribute to business development and firm initiatives.

Conoscenze

Client relationships

Analytical thinking

Leadership

Communication

Problem solving

Formazione

Bachelor's degree in Accounting/Finance

CPA/EA/JD certification

Strumenti

Microsoft Office

Tax software

Accounting software

Descrizione del lavoro

We are currently looking for an Estate and Trust Manager to join our team! Our Estate & Trust professionals work closely with individuals, families, fiduciaries, and beneficiaries in the administration of estates and trusts, including the analysis of related documents, preparation and review of tax returns, and fiduciary accounting. The team also consults with clients on strategies to minimize estate and gift taxes while helping them achieve their broader estate planning, charitable, and financial goals. The Estate & Trust Manager is responsible for leading client engagements related to estate, gift, and trust taxation, fiduciary accounting, and estate administration. This role involves managing a portfolio of client relationships, overseeing complex tax and consulting engagements, and serving as a trusted advisor to individuals, families, fiduciaries, and beneficiaries. The Estate & Trust Manager is responsible for managing multiple projects simultaneously while ensuring exceptional client service and technical excellence. This is an excellent opportunity for a tax professional who enjoys building client relationships, solving complex tax issues, and making a meaningful impact on clients' long-term financial and legacy planning goals.

Responsibilities

• Oversee and review complex estate, gift, trust, and fiduciary income tax engagements.
• Review fiduciary accounting and trust administration engagements.
• Serve as a trusted advisor on complex tax, estate planning, and trust matters.
• Manage multiple client relationships and serve as a primary point of contact.
• Oversee engagement budgets, billing, scheduling, and overall project execution.
• Anticipate, identify, and resolve technical, operational, and client service issues.
• Collaborate across departments to deliver comprehensive client solutions.
• Lead, mentor, and develop staff through delegation, coaching, and performance feedback.
• Foster team accountability, engagement, and professional growth.
• Stay current on tax laws, professional standards, and industry trends.
• Maintain accurate time entries, CRM records, calendars, and CPE compliance.
• Contribute to business development, recruiting efforts, and strategic firm initiatives.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 6+ years of experience in estate, gift, trust, and fiduciary taxation, including the preparation and review of complex tax returns and related engagements.
• CPA, EA, or J.D.
• Strong understanding of tax law, the Internal Revenue Code, and related tax compliance and planning concepts.
• Proficiency with tax, accounting, and Microsoft Office applications.
• Proven ability to analyze complex client information, solve problems creatively, and develop practical tax solutions.
• Demonstrated ability to manage client relationships, lead engagements, and oversee multiple priorities simultaneously.
• Ability to mentor, delegate, supervise, and review the work of less experienced team members.

The annual salary range for this position is: $110,000 - $165,000.

Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role.

Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.

401(k) Dental insurance Disability insurance Employee assistance program Flexible schedule Health insurance Life insurance Paid time off Parental leave Tuition reimbursement Vision insurance Work from home.

Accommodation

Boulay is committed to providing reasonable accommodation to all applicants . If you require any accommodation, contact Jenna Nutting at [e-mail].

Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience.

Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success.