Estate & Trust Manager

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    "datePosted": "2025-07-09",
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    "description": "<p><span style=\"font-size: 15px; font-weight: bold\">Summary of Job Duties</span></p>\n<p><span style=\"font-size: 15px\">Condley and Company, LLP is hiring a Manager for its Estate and Trust department. </span></p>\n<p><br></p>\n<p><span style=\"font-size: 15px\">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.</span></p>\n<p><br></p>\n<p><span style=\"font-size: 15px\">As you engage with client work and manage complex situations, you will have significant opportunities to add value to our clients and their businesses.</span></p>\n<p><br></p>\n<p><span style=\"font-size: 15px; font-weight: bold\">Minimum Entry Requirements</span></p>\n<ul>\n<li><span style=\"font-size: 15px\"> Bachelor's degree with appropriate accounting hours and Texas CPA license</span></li>\n<li><span style=\"font-size: 15px\">10+ years experience in estate and trust tax planning and compliance</span><br></li>\n<li><span style=\"font-size: 15px\">Strong knowledge of private foundations, family office structures, and related tax implications</span></li>\n<li><span>Thorough knowledge of current tax laws and regulations</span></li>\n<li><span>Proven leadership and team management skills</span></li>\n<li><span>Exceptional communication and interpersonal skills for client interactions</span></li>\n<li><span style=\"font-size: 15px\"> Authorized to work in the United States permanently without the requirement of sponsorship</span></li>\n</ul>\n<p><span style=\"font-size: 15px\"> </span></p>\n<p><span style=\"font-size: 15px; font-weight: bold\">Responsibilities </span></p>\n<p><span style=\"text-decoration: underline\">Estate and Trust Tax Planning</span></p>\n<ul>\n<li><span>Develop comprehensive tax strategies for clients with high net worth, ensuring efficient wealth transfer and minimizing tax liabilities</span></li>\n<li><span>Collaborate with clients and other professionals to understand their financial goals and create personalized tax plans</span></li>\n</ul>\n<p><br></p>\n<p><span><span style=\"text-decoration: underline\">Compliance Oversight</span></span></p>\n<ul>\n<li><span>Manage and oversee the preparation of estate and trust tax returns, ensuring accuracy and compliance with current tax laws and regulations</span></li>\n<li>Stay abreast of changes in tax codes and regulations, advising clients and the firm on potential impacts on estate and trust matters</li>\n</ul>\n<p><br></p>\n<p><span style=\"text-decoration: underline\">Private Foundations and Family Office Work</span></p>\n<ul>\n<li>Provide expertise in structuring and managing private foundations, including compliance with tax requirements</li>\n<li>Work closely with family offices to address tax implications, facilitate smooth operations, and optimize financial structures</li>\n</ul>\n<p><br></p>\n<p><span style=\"text-decoration: underline\">Team Leadership</span></p>\n<ul>\n<li>Supervise and mentor a team of tax professionals, providing guidance on complex tax issues and fostering a collaborative and growth-oriented work environment</li>\n</ul>\n<p><br></p>\n<p><span style=\"font-size: 15px; font-weight: bold\">Role Success Factors</span></p>\n<ul>\n<li><span style=\"font-size: 15px\">See the big picture for client's business, objectives and industry, and think creatively to solve business problems</span></li>\n<li><span style=\"font-size: 15px\">Scope engagement, manage client expectations, and ensure satisfaction </span></li>\n<li><span style=\"font-size: 15px\">Take responsibility for service quality, thoroughness and accuracy; proactively work with client to gather data and follow up</span></li>\n<li><span style=\"font-size: 15px\">Participate as a confident knowledge resource and idea generator in client meetings and calls </span></li>\n<li><span style=\"font-size: 15px\">Build and maintain client relationships through direct contact at appropriate levels of the organization; consistently provide a timely response to client and internal requests</span></li>\n<li><span style=\"font-size: 15px\">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</span></li>\n<li><span style=\"font-size: 15px\">Stay current on regulatory and industry issues</span></li>\n<li><span style=\"font-size: 15px\">Develop loyalty and trust with team and clients</span></li>\n</ul>\n<ul></ul>\n<p><span style=\"font-size: 15px\"> </span></p>\n<p><span style=\"font-size: 15px; font-weight: bold\">Key Development Opportunities </span></p>\n<ul>\n<li><span style=\"font-size: 15px\">Firm-paid professional development through various providers </span></li>\n<li><span style=\"font-size: 15px\">Interact with all staff and levels; daily interaction with clients and partners</span></li>\n<li><span style=\"font-size: 15px\">Participate in a variety of non-compliance projects</span></li>\n<li><span style=\"font-size: 15px\">Leadership opportunities in Condley's professional development program</span></li>\n<li><span style=\"font-size: 15px\"> Firm support for participation in community and professional organizations, networking events, alumni programs, etc. </span><br></li>\n</ul>",
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