Estate & Trust Manager

Condley and Company; Abilene (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Diverse projects

Healthy work/life balance

Firm-paid professional development

Self-managed PTO

Seasonal half-day Fridays

Job summary

Condley and Company, LLP is seeking a Manager for its Estate and Trust department in Texas. The role focuses on leading tax planning and compliance for high net worth clients, while overseeing a team of tax professionals and maintaining strong client relationships.

The position requires a CPA license, a bachelor's degree with accounting hours, and 10+ years of estate and trust experience. The firm emphasizes work-life balance, development opportunities, and diverse client engagements.

Qualifications

• Bachelor's degree with appropriate accounting hours and Texas CPA license.
• 10+ years experience in estate and trust tax planning and compliance.
• Strong knowledge of private foundations, family office structures, and related tax implications.
• Thorough knowledge of current tax laws and regulations.
• Proven leadership and team management skills.
• Exceptional communication and interpersonal skills for client interactions.
• Authorized to work in the United States permanently without the requirement of sponsorship.

Responsibilities

• Develop comprehensive tax strategies for high net worth clients, ensuring efficient wealth transfer.
• Collaborate with clients and professionals to create personalized tax plans.
• Oversee preparation of estate and trust tax returns in compliance with current laws.
• Provide leadership and mentorship to tax professionals; foster collaboration.

Skills

Leadership

Communication

Interpersonal skills

Client interactions

Education

Bachelor's degree with CPA license (Texas)

Accounting hours for CPA

Job description

Summary of Job Duties

Condley and Company, LLP is hiring a Manager for its Estate and Trust department.

Managers at Condley and Company are offered unique advantages such as diverse projects, experience, and clientele; a healthy work/life balance; career advancement and support; and competitive compensation and benefits including self-managed PTO and seasonal half-day Fridays.

As you engage with client work and manage complex situations, you will have significant opportunities to add value to our clients and their businesses.

Minimum Entry Requirements

• Bachelor's degree with appropriate accounting hours and Texas CPA license
• 10+ years experience in estate and trust tax planning and compliance
  
• Strong knowledge of private foundations, family office structures, and related tax implications
• Thorough knowledge of current tax laws and regulations
• Proven leadership and team management skills
• Exceptional communication and interpersonal skills for client interactions
• Authorized to work in the United States permanently without the requirement of sponsorship

Responsibilities

Estate and Trust Tax Planning

• Develop comprehensive tax strategies for clients with high net worth, ensuring efficient wealth transfer and minimizing tax liabilities
• Collaborate with clients and other professionals to understand their financial goals and create personalized tax plans

Compliance Oversight

• Manage and oversee the preparation of estate and trust tax returns, ensuring accuracy and compliance with current tax laws and regulations
• Stay abreast of changes in tax codes and regulations, advising clients and the firm on potential impacts on estate and trust matters

Private Foundations and Family Office Work

• Provide expertise in structuring and managing private foundations, including compliance with tax requirements
• Work closely with family offices to address tax implications, facilitate smooth operations, and optimize financial structures

Team Leadership

• Supervise and mentor a team of tax professionals, providing guidance on complex tax issues and fostering a collaborative and growth-oriented work environment

Role Success Factors

• See the big picture for client's business, objectives and industry, and think creatively to solve business problems
• Scope engagement, manage client expectations, and ensure satisfaction
• Take responsibility for service quality, thoroughness and accuracy; proactively work with client to gather data and follow up
• Participate as a confident knowledge resource and idea generator in client meetings and calls
• Build and maintain client relationships through direct contact at appropriate levels of the organization; consistently provide a timely response to client and internal requests
• Recognize team capabilities, align the right talent to the work, delegate work effectively, and hold team accountable for deliverables through real-time feedback both for reinforcement and improvement
• Stay current on regulatory and industry issues
• Develop loyalty and trust with team and clients

Key Development Opportunities

• Firm-paid professional development through various providers
• Interact with all staff and levels; daily interaction with clients and partners
• Participate in a variety of non-compliance projects
• Leadership opportunities in Condley's professional development program
• Firm support for participation in community and professional organizations, networking events, alumni programs, etc.