Trust and Estates Manager
Carrie Rikon & Associates, LLC
full-time
Posted on:
Location Type: Remote
Location: Remote • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $160,000 - $170,000 per year
Job Level
SeniorLead
About the role
- Manage a portfolio of trust and estate matters, including estate planning, administration, probate, and litigation
- Serve as the primary professional for assigned clients, handling high-value cases and important client relationships
- Review and oversee preparation of fiduciary, gift, and estate tax returns
- Develop and execute strategies for resolving disputes involving wills, trusts, fiduciary duties, capacity challenges, and asset distribution
- Coordinate with attorneys, financial advisors, and other professionals to deliver integrated solutions
- Maintain compliance with all relevant legal and tax requirements in applicable jurisdictions
- Provide guidance to clients on tax strategy, compliance, and post-tax profit optimization related to estates and trusts
- Mentor junior team members to ensure consistent quality and professional development
Requirements
- CPA licence required
- Master’s degree in Taxation is a plus
- 7–8+ years of public accounting experience with 60–75% focus on trust and estate work
- Experience in reviewing fiduciary, estate, and gift tax returns
- Excellent communication skills to manage client relationships and convey complex concepts clearly
- Strong organizational skills with the ability to manage multiple projects and deadlines
- Demonstrated ability to work in a collaborative, professional environment
Benefits
- 401(k)
- health
- dental
- vision
- paid time off
- wellness plan
- additional benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
estate planningprobatelitigationfiduciary tax returnsgift tax returnsestate tax returnstax strategycompliancepost-tax profit optimizationportfolio management
Soft skills
communication skillsorganizational skillsclient relationship managementcollaborationmentoringstrategic thinkingproblem-solvingproject managementprofessional developmentinterpersonal skills
Certifications
CPA licence