ZipRecruiter

Log In

1

Estates Trust Director Jobs (NOW HIRING)

Jeck Harris

Trusts & Estates Paralegal

Juno Beach, FL · On-site

$60K - $90K/yr

Directing the activities of local couriers, publication newspapers for creditor notices, real estate appraisers, and estate liquidators. Estate Planning & Trust Funding * Document Customization:

Jeck Harris

Trusts & Estates Paralegal

Juno Beach, FL · On-site

$60K - $90K/yr

Directing the activities of local couriers, publication newspapers for creditor notices, real estate appraisers, and estate liquidators. Estate Planning & Trust Funding * Document Customization:

LHH US

Estate and Trust Paralegal

Cranberry Township, PA

$60K - $72K/yr

... Estates and Trusts Paralegal for our valued law firm client. Organization and attention to detail are extremely important in this fast-paced office. The position is a direct hire opportunity. Job ...

LHH US

Estate and Trust Paralegal

Cranberry Township, PA

$60K - $72K/yr

... Estates and Trusts Paralegal for our valued law firm client. Organization and attention to detail are extremely important in this fast-paced office. The position is a direct hire opportunity. Job ...

Direct Counsel

Trusts & Estates Associate

San Francisco, CA · On-site

$160K - $230K/yr

... have direct client contact and will be a key liason between the clients and their advisors and the senior supervising partner. * Draft complex estate plans, charitable gift agreements and trust ...

next page

Showing results 1-20

All JobsLegal JobsLegal Specialist JobsEstates Trust Director Jobs

Estates Trust Director information

What are popular job titles related to Estates Trust Director jobs?

For Estates Trust Director jobs, the most frequently searched job titles are:

Infographic showing various Estates Trust Director job openings in the United States as of August 2026, with employment types broken down into 86% Full Time, 8% Part Time, and 6% Contract. Highlights an 81% Physical, 3% Hybrid, and 16% Remote job distribution.

Tax Director - Trust & Estates

Gaithersburg, MD • On-site

W3Global Inc.
Recruiting and Staffing Services • 501 - 1,000 employees
Learn more about W3Global Inc.external

$150K - $210K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago

Job description

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

Education Requirements

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

Job Experience

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

Qualifications

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

Benefits

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

W3Global logo

About W3Global

Sourced by ZipRecruiter

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.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

View All W3Global Jobs