Full-time · Abilene, US
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
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
Key Development Opportunities