What are the responsibilities and job description for the Estate & Trust Manager position at Condley and Company?
Summary of Job Duties
Condley and Company, LLP is hiring a Manager for its Estate and Trust department.
Managers at Condley and Company are offered unique advantages such as diverse projects, experience, and clientele; a healthy work/life balance; career advancement and support; and competitive compensation and benefits including self-managed PTO and seasonal half-day Fridays.
As you engage with client work and manage complex situations, you will have significant opportunities to add value to our clients and their businesses.
Minimum Entry Requirements
- Bachelor's degree with appropriate accounting hours and Texas CPA license
- 10 years experience in estate and trust tax planning and compliance
- Strong knowledge of private foundations, family office structures, and related tax implications
- Thorough knowledge of current tax laws and regulations
- Proven leadership and team management skills
- Exceptional communication and interpersonal skills for client interactions
- Authorized to work in the United States permanently without the requirement of sponsorship
Responsibilities
Estate and Trust Tax Planning
- Develop comprehensive tax strategies for clients with high net worth, ensuring efficient wealth transfer and minimizing tax liabilities
- Collaborate with clients and other professionals to understand their financial goals and create personalized tax plans
Compliance Oversight
- Manage and oversee the preparation of estate and trust tax returns, ensuring accuracy and compliance with current tax laws and regulations
- Stay abreast of changes in tax codes and regulations, advising clients and the firm on potential impacts on estate and trust matters
Private Foundations and Family Office Work
- Provide expertise in structuring and managing private foundations, including compliance with tax requirements
- Work closely with family offices to address tax implications, facilitate smooth operations, and optimize financial structures
Team Leadership
- Supervise and mentor a team of tax professionals, providing guidance on complex tax issues and fostering a collaborative and growth-oriented work environment
Role Success Factors
- See the big picture for client's business, objectives and industry, and think creatively to solve business problems
- Scope engagement, manage client expectations, and ensure satisfaction
- Take responsibility for service quality, thoroughness and accuracy; proactively work with client to gather data and follow up
- Participate as a confident knowledge resource and idea generator in client meetings and calls
- Build and maintain client relationships through direct contact at appropriate levels of the organization; consistently provide a timely response to client and internal requests
- Recognize team capabilities, align the right talent to the work, delegate work effectively, and hold team accountable for deliverables through real-time feedback both for reinforcement and improvement
- Stay current on regulatory and industry issues
- Develop loyalty and trust with team and clients
Key Development Opportunities
- Firm-paid professional development through various providers
- Interact with all staff and levels; daily interaction with clients and partners
- Participate in a variety of non-compliance projects
- Leadership opportunities in Condley's professional development program
- Firm support for participation in community and professional organizations, networking events, alumni programs, etc.
