$175K - $220K/yr
Compute trustee commissions, unitrust/annuity payments, and tax estimates * Support the final settlement and closure of trusts and estates * Interpret governing trust documents to ensure proper ...
$175K - $220K/yr
Compute trustee commissions, unitrust/annuity payments, and tax estimates * Support the final settlement and closure of trusts and estates * Interpret governing trust documents to ensure proper ...
CPA - Estate and Trust (Partnership Level)
Montgomery, NY · On-site
$175K - $220K/yr
Compute trustee commissions, unitrust/annuity payments, and tax estimates * Support the final settlement and closure of trusts and estates * Interpret governing trust documents to ensure proper ...
CPA - Estate and Trust (Partnership Level)
Montgomery, NY · On-site
$175K - $220K/yr
Compute trustee commissions, unitrust/annuity payments, and tax estimates * Support the final settlement and closure of trusts and estates * Interpret governing trust documents to ensure proper ...
Calculate Annual CRT, Unitrust, and Power to adjust distributions. * Monitors account activity ensuring compliance with established policies, procedures, rules, and regulations. * Partners with ...
Quick apply
Calculate Annual CRT, Unitrust, and Power to adjust distributions. * Monitors account activity ensuring compliance with established policies, procedures, rules, and regulations. * Partners with ...
Administrative Assistant I - Major and Planned Giving
Newark, NJ · On-site
$63K - $102K/yr
... unitrust payments to planned giving donors - Manages accurate filing of confidential financial documents with state agencies such as the Department of Treasury to provide supplemental information ...
Administrative Assistant I - Major and Planned Giving
Newark, NJ · On-site
$63K - $102K/yr
... unitrust payments to planned giving donors - Manages accurate filing of confidential financial documents with state agencies such as the Department of Treasury to provide supplemental information ...
Client Advisor
San Francisco, CA · On-site
$135K - $185K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Client Advisor
San Francisco, CA · On-site
$135K - $185K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Client Advisor
Seattle, WA · On-site
$125K - $175K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Client Advisor
Seattle, WA · On-site
$125K - $175K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Client Advisor
$125K - $175K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Client Advisor
$125K - $175K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Client Advisor
Greenwich, CT · On-site
$100K - $150K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Client Advisor
Greenwich, CT · On-site
$100K - $150K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Client Advisor
$100K - $150K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Client Advisor
$100K - $150K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Client Advisory Associate
$65K - $90K/yr
Calculate Unitrust, total return, and other payments to trust beneficiaries. * Coordinate tax-related payment information with the Tax Department and client-directed outside professionals. * Provide ...
Client Advisory Associate
$65K - $90K/yr
Calculate Unitrust, total return, and other payments to trust beneficiaries. * Coordinate tax-related payment information with the Tax Department and client-directed outside professionals. * Provide ...
Provide informational tracking for each type of trade land acquisition (Outright, Devise, Unitrust, Contingent Gift Annuity, Retained Life Estate, etc.) to ensure reliable asset management on behalf ...
Provide informational tracking for each type of trade land acquisition (Outright, Devise, Unitrust, Contingent Gift Annuity, Retained Life Estate, etc.) to ensure reliable asset management on behalf ...
Senior Tax Advisor
Seattle, WA · On-site
$23K - $250K/mo
Calculate and/or review unitrust amount Client Service * Meet with clients as needed to discuss tax, trusts and estate planning as requested by client services * Be proactive in anticipating client ...
Senior Tax Advisor
Seattle, WA · On-site
$23K - $250K/mo
Calculate and/or review unitrust amount Client Service * Meet with clients as needed to discuss tax, trusts and estate planning as requested by client services * Be proactive in anticipating client ...
Senior Tax Advisor
Seattle, WA · On-site +1
$23K - $250K/mo
Calculate and/or review unitrust amount Client Service * Meet with clients as needed to discuss tax, trusts and estate planning as requested by client services * Be proactive in anticipating client ...
Senior Tax Advisor
Seattle, WA · On-site +1
$23K - $250K/mo
Calculate and/or review unitrust amount Client Service * Meet with clients as needed to discuss tax, trusts and estate planning as requested by client services * Be proactive in anticipating client ...
Client Advisor
Greenwich, CT · On-site
$100K - $150K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Client Advisor
Greenwich, CT · On-site
$100K - $150K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Client Advisor
$135K - $185K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Client Advisor
$135K - $185K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Client Advisor
Manhattan, NY · On-site
$100K - $150K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Client Advisor
Manhattan, NY · On-site
$100K - $150K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Client Advisory Associate
Newport Beach, CA · On-site
$65K - $90K/yr
Calculate Unitrust, total return, and other payments to trust beneficiaries. * Coordinate tax-related payment information with the Tax Department and client-directed outside professionals. * Provide ...
Client Advisory Associate
Newport Beach, CA · On-site
$65K - $90K/yr
Calculate Unitrust, total return, and other payments to trust beneficiaries. * Coordinate tax-related payment information with the Tax Department and client-directed outside professionals. * Provide ...
Client Advisory Associate
San Francisco, CA · On-site
$75K - $90K/yr
Calculate Unitrust, total return, and other payments to trust beneficiaries. * Coordinate tax-related payment information with the Tax Department and client-directed outside professionals. * Provide ...
Client Advisory Associate
San Francisco, CA · On-site
$75K - $90K/yr
Calculate Unitrust, total return, and other payments to trust beneficiaries. * Coordinate tax-related payment information with the Tax Department and client-directed outside professionals. * Provide ...
Senior Tax Advisor
Seattle, WA · On-site
$23K - $250K/mo
Calculate and/or review unitrust amount Client Service * Meet with clients as needed to discuss tax, trusts and estate planning as requested by client services * Be proactive in anticipating client ...
Senior Tax Advisor
Seattle, WA · On-site
$23K - $250K/mo
Calculate and/or review unitrust amount Client Service * Meet with clients as needed to discuss tax, trusts and estate planning as requested by client services * Be proactive in anticipating client ...
Senior Tax Advisor
Seattle, WA · On-site
$23K - $250K/mo
Calculate and/or review unitrust amount Client Service * Meet with clients as needed to discuss tax, trusts and estate planning as requested by client services * Be proactive in anticipating client ...
Senior Tax Advisor
Seattle, WA · On-site
$23K - $250K/mo
Calculate and/or review unitrust amount Client Service * Meet with clients as needed to discuss tax, trusts and estate planning as requested by client services * Be proactive in anticipating client ...
Unitrust information
See salary details
$33K - $38.1K
2% of jobs
$38.1K - $43.2K
9% of jobs
$48.2K is the 25th percentile. Wages below this are outliers.
$43.2K - $48.3K
14% of jobs
$48.3K - $53.4K
17% of jobs
The median wage is $56.3K / yr.
$53.4K - $58.5K
14% of jobs
$58.5K - $63.5K
14% of jobs
$66.5K is the 75th percentile. Wages above this are outliers.
$63.5K - $68.6K
9% of jobs
$68.6K - $73.7K
8% of jobs
$73.7K - $78.8K
6% of jobs
$78.8K - $83.9K
4% of jobs
$83.9K - $89K
2% of jobs
$33K
$59.7K
$89K
How much do unitrust jobs pay per year?
As of Aug 4, 2026, the average yearly pay for unitrust in the United States is $59,731.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $68,500.00 per year, depending on experience, location, and employer.
What are the key skills and qualifications needed to thrive in the unitrust position, and why are they important?
To thrive in a Unitrust role (such as a Unitrust Officer or Trust Administrator), you need a strong understanding of fiduciary principles, trust administration, and wealth management practices, often supported by a degree in finance, law, or a related field. Familiarity with trust accounting systems, estate planning software, and regulations governing trust entities is typically required, and professional certifications such as CTFA (Certified Trust and Fiduciary Advisor) are valuable. Attention to detail, strong organizational skills, and excellent communication abilities are vital for managing complex trust relationships and collaborating with clients and legal professionals. These competencies ensure accurate administration, regulatory compliance, and high-quality service delivery to beneficiaries and clients.
What are the typical daily responsibilities of someone working in a unitrust role?
Professionals in a Unitrust role typically oversee the administration of unitrust accounts, ensuring distributions are handled accurately, and maintain compliance with regulatory and client guidelines. Daily tasks often include reviewing trust documentation, coordinating with investment advisors, preparing detailed reports, and responding to inquiries from beneficiaries or legal representatives. You may also be responsible for monitoring asset performance, updating account records, and supporting estate planning initiatives. This role involves frequent collaboration with legal, tax, and investment professionals, offering a dynamic and client-focused work environment. Mastery of these tasks helps build strong client relationships and ensures the integrity and growth of trust assets.
What is a unitrust?
A Unitrust job typically refers to a role within a financial or legal organization that deals with unitrusts, a type of trust that pays beneficiaries a fixed percentage of the trust's value annually. Professionals in this role may work in estate planning, trust management, or financial advising, helping clients establish and manage their unitrusts. Responsibilities often include investment oversight, compliance with legal requirements, and ensuring proper distribution of funds to beneficiaries.
More about Unitrust jobs
What states have the most Unitrust jobs? States with the most job openings for Unitrust jobs include:
What job categories do people searching Unitrust jobs look for? The top searched job categories for Unitrust jobs are:
$175K - $220K/yr
Full-time
Re-posted 16 days ago
Job description
Position: CPA - Estate & Trust (Partnership Level)
Location: Bergen County, NJ
Salary Range: $175000 - $220,000 PLUS (Depending on Experience)
Potential for equity/partnership and long-term growth for the right candidate
Overview:
A dynamic, multi-location public accounting firm in the Tri-State area is seeking a highly experienced CPA with deep expertise in estate, trust, and tax matters. This opportunity is ideal for a professional ready to take over an established estate and trust client base and step into a partner-track leadership role. Senior level professional preferred. The ideal candidate is a strong communicator, technically adept, and capable of working directly with high-value clients in a consultative and strategic capacity. For the right individual, the potential for growth and income is unlimited.
Key Qualifications:
Responsibilities Include:
Location: Bergen County, NJ
Salary Range: $175000 - $220,000 PLUS (Depending on Experience)
Potential for equity/partnership and long-term growth for the right candidate
Overview:
A dynamic, multi-location public accounting firm in the Tri-State area is seeking a highly experienced CPA with deep expertise in estate, trust, and tax matters. This opportunity is ideal for a professional ready to take over an established estate and trust client base and step into a partner-track leadership role. Senior level professional preferred. The ideal candidate is a strong communicator, technically adept, and capable of working directly with high-value clients in a consultative and strategic capacity. For the right individual, the potential for growth and income is unlimited.
Key Qualifications:
- CPA license required; advanced degree in tax, law, or accounting preferred
- 5-10 years of experience in a public accounting firm, with a focus on trusts and estates
- Strong leadership and client-facing skills
- Highly organized, detail-oriented, and skilled in problem-solving
- Proficient in tax software, trial balance tools, spreadsheets, and research platforms
- Familiar with GAAP, FAS, SAS, GAAS, and general ledger structures
Responsibilities Include:
- Prepare and review estate and trust fiduciary accountings and related tax filings
- Lead fiduciary accounting services and coordinate with attorneys, courts, and fiduciaries
- Oversee general trust and estate administration, including distributions and recordkeeping
- Manage judicial and non-judicial accountings and participate in quality control reviews
- Advise on trustee and executor actions, including investment and funding analysis
- Compute trustee commissions, unitrust/annuity payments, and tax estimates
- Support the final settlement and closure of trusts and estates
- Interpret governing trust documents to ensure proper accounting allocations