Senior Estate & Trust Tax Leader

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

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.