Estate & Trust Manager

Summary of Job Duties

Condley and Company, LLP is hiring a Manager for its Estate and Trust department.

Managers at Condley and Company are offered unique advantages such as diverse projects, experience, and clientele; a healthy work/life balance; career advancement and support; and competitive compensation and benefits including self-managed PTO and seasonal half-day Fridays.

As you engage with client work and manage complex situations, you will have significant opportunities to add value to our clients and their businesses.

Minimum Entry Requirements

• Bachelor's degree with appropriate accounting hours and Texas CPA license


• 10+ years experience in estate and trust tax planning and compliance
  


• Strong knowledge of private foundations, family office structures, and related tax implications


• Thorough knowledge of current tax laws and regulations


• Proven leadership and team management skills


• Exceptional communication and interpersonal skills for client interactions


• Authorized to work in the United States permanently without the requirement of sponsorship

Responsibilities 

Estate and Trust Tax Planning

• Develop comprehensive tax strategies for clients with high net worth, ensuring efficient wealth transfer and minimizing tax liabilities


• Collaborate with clients and other professionals to understand their financial goals and create personalized tax plans

Compliance Oversight

• Manage and oversee the preparation of estate and trust tax returns, ensuring accuracy and compliance with current tax laws and regulations


• Stay abreast of changes in tax codes and regulations, advising clients and the firm on potential impacts on estate and trust matters

Private Foundations and Family Office Work

• Provide expertise in structuring and managing private foundations, including compliance with tax requirements


• Work closely with family offices to address tax implications, facilitate smooth operations, and optimize financial structures

Team Leadership

• Supervise and mentor a team of tax professionals, providing guidance on complex tax issues and fostering a collaborative and growth-oriented work environment

Role Success Factors

• See the big picture for client's business, objectives and industry, and think creatively to solve business problems


• Scope engagement, manage client expectations, and ensure satisfaction 


• Take responsibility for service quality, thoroughness and accuracy; proactively work with client to gather data and follow up


• Participate as a confident knowledge resource and idea generator in client meetings and calls 


• Build and maintain client relationships through direct contact at appropriate levels of the organization; consistently provide a timely response to client and internal requests


• Recognize team capabilities, align the right talent to the work, delegate work effectively, and hold team accountable for deliverables through real-time feedback both for reinforcement and improvement


• Stay current on regulatory and industry issues


• Develop loyalty and trust with team and clients

Key Development Opportunities 

• Firm-paid professional development through various providers 


• Interact with all staff and levels; daily interaction with clients and partners


• Participate in a variety of non-compliance projects


• Leadership opportunities in Condley's professional development program


• Firm support for participation in community and professional organizations, networking events, alumni programs, etc.