Hybrid Estate and Trust Operations Leader

2 weeks ago


Reno, Nevada, United States Jobot Full time
Hybrid Estate and Trust Operations Leader

About Us:
At Jobot, we pride ourselves on our extensive experience in providing exceptional audit, accounting, and tax planning services to a diverse clientele. Our team is dedicated to leveraging cutting-edge technology to facilitate seamless communication and document exchange with our clients.

Why Join Our Team?
We offer a competitive salary and an attractive benefits package that includes:
- Paid Time Off
- 9 Paid Holidays
- Comprehensive Medical, Dental, and Vision Insurance
- 401(k) with Profit Sharing
- Professional Dues and Licenses
- Flexible Spending Accounts and Health Savings Accounts

Position Overview:
We are seeking a knowledgeable and proactive Estate and Trust Operations Leader to join our dynamic team. This role is essential in managing the estate and trust functions within our organization, ensuring compliance and delivering expert advice to our clients.

Key Responsibilities:
1. Supervise the administration of estates and trusts, ensuring adherence to applicable laws and regulations.
2. Provide specialized guidance on estate and trust taxation, assisting clients in optimizing their tax positions.
3. Formulate and execute comprehensive wealth transfer strategies to facilitate efficient asset distribution to beneficiaries.
4. Offer tax consultation to clients, clarifying the tax implications of their estate and trust arrangements.
5. Develop philanthropic planning initiatives, supporting clients in achieving their charitable objectives.
6. Deliver exceptional client service, fostering strong relationships and providing necessary support.
7. Lead and mentor a team of estate and trust professionals, offering direction and encouragement.
8. Stay informed on changes in estate and trust legislation, ensuring organizational compliance.

Qualifications:
1. Bachelor's degree in Accounting or a related discipline is required; a Law degree is preferred.
2. Minimum of 5 years of experience in estate and trust management, ideally within the financial services sector.
3. In-depth knowledge of estate and trust laws and regulations.
4. Proven experience in estate taxation and wealth transfer planning.
5. Strong background in providing tax advisory services.
6. Experience in philanthropic strategy development.
7. Excellent client relationship management skills.
8. Strong leadership abilities, capable of inspiring and guiding a team.
9. Exceptional communication skills, with the ability to simplify complex concepts.
10. Strong analytical and problem-solving capabilities.

If you are a dedicated professional with a passion for estate and trust management, we invite you to explore this opportunity with us.

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