HNW/Trust and Estates Manager

This is a fully remote position, open to applicants in Colorado, +1 more state.

📋 Description

• Collaborate with business owners, their families, and advisors throughout the United States to enhance estate, gift, and income tax strategies via effective planning and execution.

• Directly engage with clients to provide insights and assist in their decision-making processes.

• Work alongside internal leaders to manage client relationships effectively.

• Supervise client projects from the planning stage through implementation and beyond.

• Create and oversee engagement plans for effective execution.

• Organize schedules for clients and tax service line teams.

• Set priorities and identify necessary resources.

• Allocate staffing consultants to various projects.

• Track performance of project tasks.

• Identify, monitor, and manage action items, issues, and risks.

• Act as a liaison between client teams and internal service teams to resolve challenges swiftly.

• Prepare and deliver weekly status reports.

• Collaborate with colleagues to surpass client expectations.

• Ensure timely delivery of projects within budget constraints.

• Engage in community organizational activities and business development efforts.

• Execute any additional duties as required.

⛳️ Requirements

• A minimum of 5 years of experience in tax and accounting, specifically working with businesses and High Net Worth families in planning and compliance capacities.

• A typical educational background includes a bachelor’s degree in accounting or related fields, showcasing a solid understanding of tax and planning processes.

• Possession of CPA or EA certification.

• Proven experience in supervising and training staff.

• A mindset and skill set focused on helping clients address challenges and achieve the right outcomes.

• Capability to collaborate effectively with clients, internal leaders, tax principals, managers, senior accountants, staff, and paraprofessionals.

🏝️ Benefits

• Flexible arrangements available for full-time, part-time, or seasonal work.

• Options for remote or hybrid work environments.

• Opportunities for professional development through community engagement and business solicitation.

• Recognition as a Great Place to Work.

• Support for applicants with disabilities through accommodation services.