Trust and Estate Director

Brewer Morris; Connecticut; Hybrid; USD 120,000 - 210,000; Full time

Benefits offered by this job

401(k) plan with employer match

Paid health insurance for Employees…

PTO: 4 weeks of Vacation

Clear Path to Upper Management!!!

Job summary

Brewer Morris is seeking a Trust and Estate Director to join our Connecticut team on a hybrid schedule, based in Norwalk or Ridgefield. The role requires deep expertise in estate and trust administration and leadership within a regional CPA firm.

The position offers a clear path to upper management with strong compensation, a comprehensive benefits package, and collaboration with experienced tax and accounting professionals.

Qualifications

• 7+ years of experience with estate and trust administration.
• Bachelor's or Master's Degree in Accounting or relevant field required.
• CPA license is a plus.

Responsibilities

• Manage, prepare, and review complex estate, trust, and gift tax returns.
• Perform tax and accounting research with the aid of research tools and communicate with partners and/or clients.
• Understand complex estate and trust administration, including probate filings, probate accountings, and reviewing federal and state estate tax returns.
• Draft and review responses to tax notices from various federal and state tax agencies.

Skills

Estate & Trust Administration

Tax Research

Financial Reporting

Education

Accounting degree (Bachelors/Masters)

Job description

Trust and Estate Director - Connecticut (Norwalk or Ridgefield) - Hybrid

Our client is a highly respected Regional CPA Firm who are actively seeking a talented Trust and Estate Director to join its team of experienced tax and accounting professionals at either their Norwalk or Ridgefield, CT office on a Hybrid Schedule.

Responsibilities:

• Manage, prepare, and review complex estate, trust, and gift tax returns
• Perform tax and accounting research with the aid of research tools and communicate with partners and/or clients
• Understand complex estate and trust administration, including probate filings, probate accountings, and reviewing federal and state estate tax returns
• Draft and review responses to tax notices from various federal and state tax agencies

Benefits Include:

• 401(k) plan with employer match
• Paid health insurance for Employees with dependent/spouse coverage at employee cost
• PTO: 4 weeks of Vacation
• Clear Path to Upper Management!!!

Qualifications:

• 7+ years of experience with estate and trust administration
• Bachelor's or Master's Degree in Accounting or relevant field required
• CPA license is a plus