Trust and Estates Manager

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

📋 Description

• Managing client projects from the planning phase through implementation and beyond

• Creating and overseeing an engagement plan for successful execution

• Organizing schedules for client and tax service line teams to ensure that the right resources are allocated to the relevant projects

• Recognizing and establishing priorities effectively

• Determining resource needs and assigning consulting staff to various projects

• Tracking the performance of project activities

• Identifying, monitoring, and managing action items, issues, and risks while acting as a liaison between the client team and our internal service team to ensure timely resolutions

• Compiling and distributing weekly status reports

• Collaborating with colleagues to ensure our team surpasses client expectations

• Completing projects on schedule and within the allocated budget

⛳️ Requirements

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

• Typical educational backgrounds include a bachelor’s degree in accounting or related fields that showcase an understanding of tax and planning processes

• Ideal candidates should hold certifications as a CPA or EA

• Experience in supervising and training staff is essential

🏝️ Benefits

• Opportunities for professional growth through involvement in community organizations and business development

• Flexible arrangements for suitable candidates: full-time, part-time, or seasonal; remote or hybrid