Senior Trust Manager

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Job description

Senior Estate and Trust Manager

Position Overview:

Join our dynamic team as a Senior Estate and Trust Manager, where you'll play a pivotal role in shaping our department's future. With the upcoming retirement of three partners and our commitment to promoting from within, this is an exceptional opportunity to advance your career and potentially become a Partner with us. We're passionate about community involvement and fostering a work environment that supports both personal and professional growth.

About Us:

• Team: 9 partners, 80 employees
• Culture: Strong community involvement, including annual Christmas and Summer parties.
• Perks: Texas Rangers baseball tickets, half-day Fridays (off at noon), and a 36-hour work week.
• Growth Potential: Significant opportunity to advance to Partner level.

Benefits:

• Work on diverse and challenging projects with a wide range of clients.
• Enjoy a balanced work/life schedule and career growth opportunities.
• Competitive compensation and benefits package.
• Self-managed PTO and seasonal half-day Fridays.
• Engage in valuable projects and add substantial impact to client businesses.

Qualifications:

• Bachelor's degree in accounting with required coursework and a CPA license.
• 10 years of experience in estate and trust tax planning and compliance.
• In-depth knowledge of private foundations, family office structures, and related tax issues.
• Expertise in current tax laws and regulations.
• Proven leadership skills and experience managing teams.
• Strong communication and interpersonal skills for effective client interaction.
• Authorization to work in the U.S. without sponsorship.

Key Responsibilities:

• Design and implement customized tax strategies for high-net-worth clients to optimize wealth transfer and reduce tax liabilities.
• Partner with clients and professionals to ensure tax plans align with financial objectives.
• Oversee the preparation of estate and trust tax returns in compliance with regulations.
• Stay informed on tax code changes and advise on their implications.
• Guide the structuring and management of private foundations.
• Collaborate with family offices to resolve tax issues and enhance financial structures.
• Lead and mentor a team of tax professionals, fostering a collaborative and growth-focused environment.

Key Factors:

• Approach business problems creatively, considering clients' overall business and industry context.
• Manage client expectations, ensuring high satisfaction and precise engagement scoping.
• Maintain service quality through thoroughness and accuracy.
• Build and sustain strong client relationships, providing prompt and effective responses.
• Align team capabilities with project requirements, delegate tasks efficiently, and offer real-time feedback.
• Stay updated on regulatory and industry developments, and foster trust with clients and team members.

Development Opportunities:

• Access to firm-sponsored professional development programs.
• Engage with all levels of staff and clients, including daily interactions with partners.
• Involvement in diverse non-compliance projects.
• Opportunities for leadership through the firm's professional development initiatives.

For a confidential conversation, please contact Jalen Thompson at .

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

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