Tax Director - Trust & Estate | Remote

Overview

A growing public accounting and advisory firm is seeking a Tax Director to join their Trust & Estate practice. This fully remote U.S.-based role is suited for professionals who enjoy technically challenging fiduciary tax work, leading client engagements, and serving as trusted advisors to high-net-worth families and their advisors.

Responsibilities

• Manage and review complex trust, estate, and fiduciary tax returns.
• Advise clients on trust and estate tax planning strategies.
• Oversee engagements involving large volumes of Schedule K-1s from pass-through entities.
• Interpret and apply multi-state trust taxation rules.
• Build and maintain relationships with attorneys, wealth advisors, and fiduciaries.
• Mentor managers, seniors, and staff to ensure high-quality client service.
• Identify tax planning opportunities and contribute to business development initiatives.

Requirements

• CPA required (EA considered for exceptional candidates).
• Minimum of 7 years of public accounting experience with a strong focus on Trust & Estate taxation.
• Demonstrated experience reviewing fiduciary returns and complex trust structures.
• Expertise handling trusts with significant volumes of Schedule K-1s (tens of thousands preferred).
• Experience with trusts operating across multiple states.
• Strong leadership, communication, and client management skills.

Preferred Qualifications

• Experience serving high-net-worth individual and family office clients.
• Knowledge of multi-state fiduciary tax compliance and planning.
• Familiarity with complex pass-through entity taxation.
• Proven ability to mentor teams and manage multiple engagements simultaneously.

Compensation & Benefits

• Base salary up to $275,000+ (commensurate with experience).
• Annual performance bonus.
• Fully remote position within the U.S.
• Comprehensive health, retirement, and paid time off benefits.
• Opportunities for advancement into firm leadership.

Location

• Fully remote within the United States.