$150K - $210K/yr
We are seeking an experienced Tax Director, Trusts & Estates (Hybrid) to join our collaborative, people-first team. In this leadership role, you'll partner with high-net-worth clients to provide ...
Quick apply
$150K - $210K/yr
We are seeking an experienced Tax Director, Trusts & Estates (Hybrid) to join our collaborative, people-first team. In this leadership role, you'll partner with high-net-worth clients to provide ...
$100K - $150K/yr
Tax Director- Trust & Estate New York, NY or Woodcliff, NJ | Hybrid We're looking for an experienced Tax Director to lead complex Trust & Estate engagements for high-net-worth individuals and ...
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$100K - $150K/yr
Tax Director- Trust & Estate New York, NY or Woodcliff, NJ | Hybrid We're looking for an experienced Tax Director to lead complex Trust & Estate engagements for high-net-worth individuals and ...
San Diego, CA · On-site +1
$120K - $240K/yr
We are seeking a Tax Director - Trust & Estate in the Commercial Tax Services (CTS) Tax Department based in San Diego, CA. The team is open to having this position sit remotely. As a Tax Director ...
San Diego, CA · On-site +1
$120K - $240K/yr
We are seeking a Tax Director - Trust & Estate in the Commercial Tax Services (CTS) Tax Department based in San Diego, CA. The team is open to having this position sit remotely. As a Tax Director ...
Bremerton, WA · On-site
$140 - $210/hr
... Director Responsibilities * Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. * Serves as a subject matter expert in estate and trust ...
New
Bremerton, WA · On-site
$140 - $210/hr
... Director Responsibilities * Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. * Serves as a subject matter expert in estate and trust ...
New
San Diego, CA · On-site
$150 - $210/hr
Review of tax returns, tax workpapers and tax projections * Possess strong technical skills in partnerships, C-corporations and S-corporations (knowledge in individual taxation a plus) * Provide ...
New
San Diego, CA · On-site
$150 - $210/hr
Review of tax returns, tax workpapers and tax projections * Possess strong technical skills in partnerships, C-corporations and S-corporations (knowledge in individual taxation a plus) * Provide ...
New
Milwaukee, WI · On-site
$109K - $143K/yr
Trust Tax Supervisor Outsourcing Department Team Responsibilities: The Outsourcing Tax Department ... Coordinate, direct and control the operations and activities of the Outsourcing Tax Department. The ...
Milwaukee, WI · On-site
$109K - $143K/yr
Trust Tax Supervisor Outsourcing Department Team Responsibilities: The Outsourcing Tax Department ... Coordinate, direct and control the operations and activities of the Outsourcing Tax Department. The ...
Qualifications Bachelor's Degree and 10 years of experience in Trust, Probate, or Tax OR High School Diploma or GED and 14 years of experience in Trust, Probate, or Tax Preferred Skills: Certified ...
Qualifications Bachelor's Degree and 10 years of experience in Trust, Probate, or Tax OR High School Diploma or GED and 14 years of experience in Trust, Probate, or Tax Preferred Skills: Certified ...
Qualifications Bachelor's Degree and 10 years of experience in Trust, Probate, or Tax OR High School Diploma or GED and 14 years of experience in Trust, Probate, or Tax Preferred Skills: Certified ...
Qualifications Bachelor's Degree and 10 years of experience in Trust, Probate, or Tax OR High School Diploma or GED and 14 years of experience in Trust, Probate, or Tax Preferred Skills: Certified ...
Raleigh, NC · On-site
... by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve. This position serves as primary resource for tax issues related to existing Wealth ...
Raleigh, NC · On-site
... by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve. This position serves as primary resource for tax issues related to existing Wealth ...
Frisco, TX · On-site
$69K - $107K/yr
Trust Tax Analyst The Trust Tax Analyst role partners with internal wealth management business ... a direct impact on business results. This job will provide superior customer service and ...
Frisco, TX · On-site
$69K - $107K/yr
Trust Tax Analyst The Trust Tax Analyst role partners with internal wealth management business ... a direct impact on business results. This job will provide superior customer service and ...
Cranford, NJ · On-site
$100K - $150K/yr
We are seeking a Tax Director to join our growing Trust & Estate practice. This role provides technical leadership, client advisory services, and oversight of complex fiduciary, estate, gift, and ...
Cranford, NJ · On-site
$100K - $150K/yr
We are seeking a Tax Director to join our growing Trust & Estate practice. This role provides technical leadership, client advisory services, and oversight of complex fiduciary, estate, gift, and ...
Frisco, TX · On-site
$69K - $107K/yr
Trust Tax Analyst The Trust Tax Analyst role partners with internal wealth management business ... a direct impact on business results. This job will provide superior customer service and ...
Frisco, TX · On-site
$69K - $107K/yr
Trust Tax Analyst The Trust Tax Analyst role partners with internal wealth management business ... a direct impact on business results. This job will provide superior customer service and ...
Charlotte, NC · On-site
$69K - $107K/yr
Trust Tax Analyst The Trust Tax Analyst role partners with internal wealth management business ... a direct impact on business results. This job will provide superior customer service and ...
Charlotte, NC · On-site
$69K - $107K/yr
Trust Tax Analyst The Trust Tax Analyst role partners with internal wealth management business ... a direct impact on business results. This job will provide superior customer service and ...
Frisco, TX · On-site
$69K - $107K/yr
Trust Tax Analyst The Trust Tax Analyst role partners with internal wealth management business ... a direct impact on business results. This job will provide superior customer service and ...
Frisco, TX · On-site
$69K - $107K/yr
Trust Tax Analyst The Trust Tax Analyst role partners with internal wealth management business ... a direct impact on business results. This job will provide superior customer service and ...
San Diego, CA · On-site
$120 - $240/hr
Tax Responsibilities * Review of tax returns, tax workpapers and tax projections. * Possess strong technical skills in partnerships, C-corporations and S-corporations (knowledge in individual ...
San Diego, CA · On-site
$120 - $240/hr
Tax Responsibilities * Review of tax returns, tax workpapers and tax projections. * Possess strong technical skills in partnerships, C-corporations and S-corporations (knowledge in individual ...
Jeffersonville, IN · On-site
$125K - $135K/yr
The Senior Trust Officer & Team Lead has direct leadership responsibility for Trust Officers and ... Expertise in estate planning, trust taxation and charitable giving strategies * Strong ...
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Jeffersonville, IN · On-site
$125K - $135K/yr
The Senior Trust Officer & Team Lead has direct leadership responsibility for Trust Officers and ... Expertise in estate planning, trust taxation and charitable giving strategies * Strong ...
Denver, CO · Hybrid
$180K - $200K/yr
Tax Director - Trust & Estate Oversight Location: Denver Metro - Denver Tech Center (Hybrid) A growing CPA firm in the Denver Tech Center area is looking to add a Tax Director to its leadership team.
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Denver, CO · Hybrid
$180K - $200K/yr
Tax Director - Trust & Estate Oversight Location: Denver Metro - Denver Tech Center (Hybrid) A growing CPA firm in the Denver Tech Center area is looking to add a Tax Director to its leadership team.
Westerville, OH · On-site
$107K - $141K/yr
Active CPA or EA license * 5+ years of relevant experience--public accounting, bank, or law firm--with direct work in estate, trust, and gift tax compliance and planning * Strong technical knowledge ...
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Westerville, OH · On-site
$107K - $141K/yr
Active CPA or EA license * 5+ years of relevant experience--public accounting, bank, or law firm--with direct work in estate, trust, and gift tax compliance and planning * Strong technical knowledge ...
Los Angeles, CA · On-site
$119K - $156K/yr
You will lead the training, supervision, and development of staff, direct and review complex tax research, and serve as a trusted advisor to clients and firm leadership on estate and trust tax ...
Los Angeles, CA · On-site
$119K - $156K/yr
You will lead the training, supervision, and development of staff, direct and review complex tax research, and serve as a trusted advisor to clients and firm leadership on estate and trust tax ...
Los Angeles, CA · On-site
$119K - $156K/yr
You will lead the training, supervision, and development of staff, direct and review complex tax research, and serve as a trusted advisor to clients and firm leadership on estate and trust tax ...
Los Angeles, CA · On-site
$119K - $156K/yr
You will lead the training, supervision, and development of staff, direct and review complex tax research, and serve as a trusted advisor to clients and firm leadership on estate and trust tax ...
$80K - $99.8K
1% of jobs
$99.8K - $119.5K
3% of jobs
$119.5K - $139.3K
6% of jobs
$158.4K is the 25th percentile. Wages below this are outliers.
$139.3K - $159.1K
15% of jobs
$159.1K - $178.9K
22% of jobs
The median wage is $181.2K / yr.
$178.9K - $198.6K
18% of jobs
$213.9K is the 75th percentile. Wages above this are outliers.
$198.6K - $218.4K
12% of jobs
$218.4K - $238.2K
10% of jobs
$238.2K - $258K
7% of jobs
$258K - $277.7K
3% of jobs
$277.7K - $297.5K
2% of jobs
$80K
$192K
$297.5K
| Aspect | Director Trust Tax | Trust Tax Manager |
|---|---|---|
| Credentials | CPA or equivalent, advanced trust tax knowledge | CPA or equivalent, trust tax experience |
| Work Environment | Senior leadership, strategic planning | Operational, team management |
| Employer & Industry | Financial firms, law firms, large corporations |
The Director Trust Tax typically holds a senior leadership role focusing on strategic oversight and high-level decision-making in trust tax matters. The Trust Tax Manager handles day-to-day operations, managing teams and ensuring compliance. Both roles require similar credentials but differ in scope and responsibilities.
$150K - $210K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 16 hours ago
We are seeking an experienced Tax Director, Trusts & Estates (Hybrid) to join our collaborative, people-first team. In this leadership role, you'll partner with high-net-worth clients to provide thoughtful and comprehensive estate planning, trust taxation, and fiduciary compliance services. You'll be part of a firm that values initiative, teamwork, and professional growth-where your expertise makes a real difference in the lives of our clients and their families.
What You'll Do
Lead and review high-level individual, fiduciary, estate, and gift tax returns
Lead and review exempt organization filings for family foundations and related charities, including Forms 990, 990-PF, and 990-T, and oversee compliance calendars and state charitable registrations
Ensure compliance with multi-state probate, inheritance, estate, and individual income tax statutes and regulations, coordinating filings and requirements across jurisdictions
Oversee preparation of estate, trust, and guardianship fiduciary accountings to ensure transparency and accountability in estate and asset management
Research federal and state tax laws by situs, prepare technical tax memorandums, and develop innovative tax strategies tailored to the unique needs of clients
Provide ongoing consulting and scenario modeling, including multi-year income, estate, gift, generation-skipping transfer, and fiduciary tax projections, estimated tax planning, and distribution strategies for individuals, trusts, estates, and private foundations.
Review and analyze estate planning-related legal documents, ensuring that all strategies align with the clients' goals and legal requirements
Manage multiple client engagements (and all aspects of client accounts), fostering trusted, long-term relationships
Mentor and coach team members, providing timely, constructive feedback and leadership
Participate in business development through networking, speaking engagements, and publishing thought leadership articles
Bachelor's degree in Accounting, Finance, or Economics or equivalent experience
Certified Public Accountant (CPA) or Enrolled Agent (EA) preferred
JD or LLM credentials will be considered and are welcomed
At least 15 years of recent estate, gift, and trust tax experience with a law firm, an accounting firm, IRS/Treasury, and/or bank or corporation
990 experience preferred
Maintains in-depth knowledge of federal and state estate, gift, and trust tax regulations and statutes, including how situs impacts planning, compliance, and administration across jurisdictions
Ability to navigate complex estate planning scenarios
Knowledge of accounting and tax software
Highly motivated with the desire to grow and develop this practice area
Passion for helping clients with estate planning, compliance, and wealth transfer needs
Interest in building collaborative relationships, striving to find the best possible solutions
Ability to travel, as needed for client engagements (mostly local)
Willingness to participate in business development activities (guidance and training will be provided)
Legally authorized to work in the United States without the need for employer sponsorship
401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Life insurance
Long-term disability insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Retirement plan
Short-term disability insurance
Vision insurance
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W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.
Recruiting and staffing services
501 - 1,000 Employees
Frisco, TX, US
2006
