• Prepare and review federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and gift tax returns (Form 709).
• Ensure timely and accurate filing of tax returns and estimated payments.
• Maintain compliance calendars and oversee tax deadlines for trust clients.
• Respond to IRS and state tax notices and coordinate with legal advisors as needed.
• Supervise and mentor junior staff, providing technical guidance and review support.
• Collaborate with trust officers, attorneys, and wealth advisors to gather documentation and clarify tax positions.
• Maintain up-to-date knowledge of tax laws and regulations affecting trusts and estates.

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