Latitude Inc · 2 months ago
Tax Director - Trusts and Estate (Remote)
United States
Full-time
Remote
Director/Executive
$180K/yr - $210K/yr
10+ years expLatitude Inc is seeking a Tax Director specializing in Trusts and Estates to lead their fiduciary and estate tax practice. This role involves overseeing complex tax compliance and planning engagements for trusts, estates, and high-net-worth individuals while mentoring team members and collaborating with clients and advisors to provide strategic planning solutions.
Manufacturing
Responsibilities
Oversee the preparation and review of fiduciary (Form 1041), estate (Form 706), gift (Form 709), and related individual income tax returns
Provide strategic estate, gift, and trust tax planning, including wealth transfer, charitable giving, and generational planning
Partner with attorneys, financial advisors, and family offices to implement integrated tax and estate strategies
Manage client relationships, ensuring exceptional service, timely communication, and proactive tax insights
Supervise and mentor staff and managers, fostering professional growth and technical development
Monitor legislative and regulatory changes affecting trusts and estates; advise clients and firm leadership accordingly
Contribute to business development by expanding existing client relationships and assisting with new client proposals
Maintain a high level of technical proficiency and contribute to the firm’s thought leadership in the trust and estate space
Qualification
Required
CPA license required
10+ years of progressive experience in public accounting or a trust/wealth management environment, with a strong focus on trust and estate taxation
Proven experience managing complex client engagements and multiple priorities in a fast-paced professional services environment
Strong leadership, mentoring, and team development skills
Excellent communication skills, with the ability to explain complex tax concepts clearly to clients and staff
Commitment to maintaining the highest standards of ethics, professionalism, and client confidentiality
Benefits
Bonus
Equity
Benefits
Company
Latitude Inc
Company Summary Latitude is a Human Resource Consulting Firm headquartered in Hanover, MD with an office in Winter Park, FL.
11-50 employees
H1B Sponsorship
Latitude Inc has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (4)
Funding
Current Stage
Early StageCompany data provided by crunchbase