Estate & Trust Tax Director | Hybrid, Path to Partnership

Vector Recruiting LLC; Bremerton (WA); Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Bonuses

401K with 5% employer contribution

Hybrid work model

Job summary

Vector Recruiting LLC is seeking a Tax Director for a hybrid role balancing remote and in-office work. The position oversees complex tax returns, estate and trust tax expertise, client meetings, and collaboration with partners to drive tax planning and compliance.

The candidate should have 7–10 years in public accounting, CPA license, and supervisory experience, with a track record in representing clients before tax authorities. Expect travel and occasional overtime during busy season.

Qualifications

• Seven to ten years' experience in public accounting with tax focus.
• At least two years' experience representing clients before taxing authorities.
• Minimum one year supervising tax preparers with emphasis on estate and trust taxation.
• Bachelor’s degree in accounting; master’s in taxation preferred.
• Forty hours of continuing education annually.
• CPA license in good standing with the AICPA.
• Must be a member in good standing with the American Institute of CPAs.

Responsibilities

• Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
• Serves as a subject matter expert in estate and trust tax.
• Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
• Participates in client meetings and tax planning efforts to assist the A&A Department with larger clients.
• Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.
• Communicates to the appropriate firm personnel important tax and tax developments affecting the firms’ clients.
• Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
• Accurate and timely billing and collection processes are made.
• Possesses a complete knowledge of the firms’ philosophy and its opinions on tax matters.
• Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
• Prepares other reports and projects as requested from time to time by the partners.
• Researches and evaluates tax preparation and tax research software for recommendation to partners.
• Participates in firm practice development efforts through involvement with referral sources, community and industry activities.
• Occasional travel for work at clients’ offices, meetings, and seminars.
• Occasional overtime work required throughout the year. Heavy overtime work required from January 1 to April 15, may be in excess of 55 hours per week.

Skills

Tax planning

Estate & trust tax

Client relations

Tax research

Leadership

Education

Bachelor’s degree in accounting

Master’s degree in taxation

CPA license

Job description

Vector Recruiting LLC is seeking a Tax Director for a hybrid role balancing remote and in-office work. The position oversees complex tax returns, estate and trust tax expertise, client meetings, and collaboration with partners to drive tax planning and compliance.

The candidate should have 7–10 years in public accounting, CPA license, and supervisory experience, with a track record in representing clients before tax authorities. Expect travel and occasional overtime during busy season.