Senior Manager - Estate Planning

Pinion; Helena (MT); Remote; USD 125,000 - 200,000; Full time

Job summary

An established industry player is seeking a Senior Manager for Estate Planning to join their dynamic team. This role involves providing high-level support to high net-worth individuals and business owners in navigating complex estate planning needs. The ideal candidate will have extensive experience in trust, estate planning, and fiduciary matters, along with strong communication skills to manage diverse client relationships. This innovative firm offers a flexible work environment and a path to leadership roles, making it an exciting opportunity for professionals eager to make a meaningful impact in clients' lives.

Benefits

Health insurance

Dental insurance

Vision insurance

401k/profit sharing

Flexible work arrangements

Paid leave

Qualifications

• 10+ years in trust and estate planning with proven success in client relationships.
• Ability to analyze financial statements and tax returns effectively.

Responsibilities

• Lead clients through sophisticated estate planning and trust needs.
• Collaborate with professionals to implement successful client plans.

Skills

Trust and estate planning

Probate and fiduciary matters

Communication skills

Financial statement analysis

Cash flow planning

Relationship management

Education

Juris Doctorate degree

Tools

Microsoft Office Suite

Job description

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Are you passionate about supporting high net-worth individuals and business owners with their estate planning needs? If so, Pinion is looking for an experienced estate planning consultant to join our estate, gift, and trust team. This could be the perfect opportunity for you.

At Pinion, our mission is to have impact and make a difference in the lives of our people, clients, and the world we live in. As a specialized consulting firm, we bring an unprecedented level of resources, innovations, and solutions on a global scale. Like a pinion gear system that drives motion, we provide powerful strategies and thought leadership that propels business and legacy forward.

What You'll Be Doing:

As a Senior Manager on our Next Gen team, you will serve clients at a high level and lead a team through sophisticated trust and estate planning needs. This is more than basic estate planning - it’s working with a variety of stakeholders including outside attorneys, the client, and other professionals on the client’s team to determine valuation of companies, deed research and cash flow analysis, real estate, mineral interests and real estate appraisers, entity formation, addressing succession issues, and serving as a key point of contact for all the things necessary for successful client plan implementation.

Collaborate with leaders across the firm who look to your expertise in delivering accurate and high-quality planning. You’ll serve a diverse group of business owners with successful backgrounds in a variety of different industries to implement estate planning and work on entity reorganization.

What you’ll need for this position:

• 10+ years of professional experience in trust, estate planning, probate, and fiduciary matters
• Technical capabilities should include:
• Experience with passthrough entities (partnerships and S corporations)
• Experience with entity selection and reorganization that includes choice of entity, restructuring, buying, and selling of businesses, and determining ultimate ownership
• Transaction modeling and cash flow planning
• Understanding of tax reporting requirements
• Ability to read and understand financial statements and tax returns
• The desire and ability to review legal documents to ensure ideas are properly implemented
• Demonstrated success in building and managing professional relationships, including responsibility for accurate and timely client deliverables
• Strong communication and reading skills, cognitive abilities, interpersonal skills, self-management and organization skills
• Proficiency with Microsoft Office Suite, including Word, Outlook, Power Point, Teams, and Excel
• The curiosity to go beyond the textbook, asking hard questions and using technical skills to provide solutions to client problems
• This role is not eligible for sponsorship
• Must be located in the US
  
  

Bonus skills and experience that we value:

• Juris Doctorate degree with experience in M&A and drafting and reviewing contracts
• Experience with compliance returns for estates and trusts (Forms 1041, 709, and 706)
• General to complex partnership issues including: 754 elections, disguised sales, mergers/divisions, special allocations, debt, and basis issues
• General to complex S corporation issues including ownership changes, ineligible shareholders, trust ownership issues, etc.
• Corporate and noncorporate reorganizations, mergers, and acquisitions
• Asset sales and transfers
• Transition planning for closely held businesses
  
  

What’s in it for you:

• Remote, hybrid or in-office work environment
• A path to Principal/Owner for those who pursue it
• A people-centered culture, with fun included among our core firm values
• Excellent pay, flexibility, and benefits including health, dental, vision, life and disability insurance, 401k/profit sharing, holidays, flexible work arrangements, and paid leave.
  
  

Compensation: In some states and municipalities, Pinion is required by law to include a reasonable estimate for range of compensation. When making compensation decisions, Pinion takes into account a variety of factors including but not limited to experience, skills, certifications/licenses, and geographic location. The wide range for this role reasonably accounts for these factors. Specific compensation decisions are made based on the facts and circumstances of each case. A reasonable estimate of the current range is $125,000 to $200,000.

Remote Eligibility: This position is US - Remote Eligible. The role may include occasional work at a Pinion office or attendance at offsites, as requested/required by the firm and/or your supervisor. While the position is Remote Eligible, you must live in a state where Pinion has a registered entity and is actively hiring. Click here for the up-to-date list of excluded states. This list is continuously evolving, so please check the list periodically if the state you live in is on the exclusion list.

Colorado Residents: In any materials you submit, you will not be penalized for redacting or removing age-identifying information such as age, date of birth, or dates of school attendance or graduation. For intern applicants, we will need the date you anticipate being available to work full-time in order to be considered for a future full-time conversion offer.

EEO: Pinion is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Attest services are provided by KCoe Isom, LLP, a licensed CPA firm.

Application Deadline

5/16/2025

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting

• Industries

  Accounting

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