Director of Trusts

1 week ago

Gaithersburg, Maryland, United States Latitude Inc Full time $180,000 - $220,000

About the Role

We are seeking an experienced Tax Director, Trusts & Estates to join a collaborative, people-focused public accounting firm. In this leadership role, you will partner with high-net-worth individuals and families to deliver thoughtful, comprehensive estate planning, trust taxation, and fiduciary compliance services. This position offers the opportunity to play a strategic role in client relationships, mentor team members, and contribute to a firm that values integrity, teamwork, and professional excellence.

Responsibilities
  • Direct and review the preparation of complex individual, fiduciary, estate, and gift tax returns.
  • Oversee compliance and reporting for family foundations and charitable entities, including the preparation and review of Forms 990, 990-PF, and 990-T.
  • Ensure adherence to multi-state probate, inheritance, estate, and income tax regulations, coordinating filings across applicable jurisdictions.
  • Supervise the preparation of fiduciary accountings for estates, trusts, and guardianships to maintain accuracy, transparency, and accountability.
  • Conduct in-depth research on federal and state tax laws, drafting technical memoranda and developing customized tax strategies for clients.
  • Provide strategic tax consulting and modeling, including multi-year income, estate, gift, generation-skipping transfer, and fiduciary tax projections.
  • Analyze and interpret estate planning and legal documents to ensure strategies align with client objectives and regulatory requirements.
  • Manage multiple client engagements simultaneously, cultivating strong, enduring relationships through exceptional client service.
  • Bi-annual travel to Maryland for in-person team meetings.
  • Lead, mentor, and develop team members by offering guidance, feedback, and opportunities for professional advancement.
  • Support business development initiatives through client networking, public speaking, and the creation of thought leadership content.
Qualifications
  • CPA REQUIRED.
  • 10+ years of experience specializing in estates and trusts taxation and compliance.
  • Deep understanding of federal and multi-state tax laws impacting estates, trusts, and high-net-worth individuals.
  • Proven ability to manage complex client engagements and deliver exceptional client service.
  • Strong leadership, analytical, and communication skills.
$180,000 - $220,000 a year

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