Trust & Estate Manager - High-Net-Worth Focus, Flexible PTO

The Swanson Group LLC; Westbrook, Northern (ME, KY); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Unlimited PTO

Make-your-own-schedule flexibility

401(k) with 3% match

Health and dental insurance

Short- and long-term disability

Group life insurance

Job summary

The Swanson Group LLC in Westbrook, ME, is seeking a Trust & Estate Manager to lead complex fiduciary work for individuals, families, trusts, and estates. You’ll own client relationships, mentor staff, and expand expertise while avoiding new business development pressure.

Join a collaborative, growth-oriented firm that values flexible work, professional development, and delivering tax-savvy guidance through major life transitions.

Qualifications

• Significant experience in trust, estate, gift, and high-net-worth taxation.
• Experience preparing/reviewing Forms 1041, 706, 709, and complex 1040 returns.
• Ability to supervise and mentor staff.
• Strong communication with high-net-worth clients and advisors.

Responsibilities

• Manage and review trust, estate, gift, and individual income tax returns, including Forms 1041, 706, 709, and complex 1040s.
• Oversee trust and estate engagements from planning through preparation, review, and completion.
• Work directly with high-net-worth individuals, families, fiduciaries, executors, trustees, attorneys, and financial advisors.
• Assist with estate and gift tax planning, tax planning, wealth transfer strategies, and related compliance.
• Research complex trust and estate tax issues and provide practical recommendations.
• Identify planning opportunities and advise clients on tax implications.
• Review staff work and provide guidance.
• Supervise and develop associates and senior-level team members.
• Stay current on changes to federal/state laws and educate the team.
• Build long-term client relationships as a responsive contact.
• Collaborate with partners across the firm to deliver comprehensive solutions.

Skills

Trust & estate taxation

High-net-worth client management

Tax planning

Mentoring staff

Client relationship building

Form 1041, 706, 709, 1040

Job description

The Swanson Group LLC in Westbrook, ME, is seeking a Trust & Estate Manager to lead complex fiduciary work for individuals, families, trusts, and estates. You’ll own client relationships, mentor staff, and expand expertise while avoiding new business development pressure.

Join a collaborative, growth-oriented firm that values flexible work, professional development, and delivering tax-savvy guidance through major life transitions.