Estate & Trust Manager Job at Condley and Company, Abilene, TX

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  • Condley and Company
  • Abilene, TX

Job Description

Job Description

Job Description

Salary:

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. 

Job Tags

Seasonal work,

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