Talent.com
Estate & Trust Manager
Estate & Trust ManagerCondley and Company LLP • Abilene, TX, United States
Estate & Trust Manager

Estate & Trust Manager

Condley and Company LLP • Abilene, TX, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]
Manager for Estate and Trust Department

Condley and Company, LLP is hiring a Manager for its Estate and Trust department. 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. As you engage with client work and manage complex situations, you will have significant opportunities to add value to our clients and their businesses.

Minimum Entry Requirements

  • Bachelor's degree with appropriate accounting hours and Texas CPA license
  • 10+ years experience in estate and trust tax planning and compliance
  • Strong knowledge of private foundations, family office structures, and related tax implications
  • Thorough knowledge of current tax laws and regulations
  • Proven leadership and team management skills
  • Exceptional communication and interpersonal skills for client interactions
  • Authorized to work in the United States permanently without the requirement of sponsorship

Responsibilities

Estate and Trust Tax Planning

  • Develop comprehensive tax strategies for clients with high net worth, ensuring efficient wealth transfer and minimizing tax liabilities
  • Collaborate with clients and other professionals to understand their financial goals and create personalized tax plans

Compliance Oversight

  • Manage and oversee the preparation of estate and trust tax returns, ensuring accuracy and compliance with current tax laws and regulations
  • Stay abreast of changes in tax codes and regulations, advising clients and the firm on potential impacts on estate and trust matters

Private Foundations and Family Office Work

  • Provide expertise in structuring and managing private foundations, including compliance with tax requirements
  • Work closely with family offices to address tax implications, facilitate smooth operations, and optimize financial structures

Team Leadership

  • Supervise and mentor a team of tax professionals, providing guidance on complex tax issues and fostering a collaborative and growth-oriented work environment

Role Success Factors

  • See the big picture for client's business, objectives and industry, and think creatively to solve business problems
  • Scope engagement, manage client expectations, and ensure satisfaction
  • Take responsibility for service quality, thoroughness and accuracy; proactively work with client to gather data and follow up
  • Participate as a confident knowledge resource and idea generator in client meetings and calls
  • Build and maintain client relationships through direct contact at appropriate levels of the organization; consistently provide a timely response to client and internal requests
  • 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
  • Stay current on regulatory and industry issues
  • Develop loyalty and trust with team and clients

Key Development Opportunities

  • Firm-paid professional development through various providers
  • Interact with all staff and levels; daily interaction with clients and partners
  • Participate in a variety of non-compliance projects
  • Leadership opportunities in Condley's professional development program
  • Firm support for participation in community and professional organizations, networking events, alumni programs, etc.
[job_alerts.create_a_job]

Estate & Trust Manager • Abilene, TX, United States

[internal_linking.similar_jobs]

Estate & Trust Associate/Senior

Condley and CompanyAbilene, TX, United States
[job_card.full_time]

Condley and Company, LLP is hiring both Associates (entry-level) and Seniors (2+ years experience) for its Estate and Trust department.Estate & Trust staff with Condley and Company receive hands-on...[internal_linking.show_more]

 • [job_card.promoted]

Licensed Marriage and Family Therapist (LMFT)

HeadwayAbilene, TX, US
[job_card.full_time]

Licensed Marriage and Family Therapist (LMFT).Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to help you start accepting insuranc...[internal_linking.show_more]

 • [job_card.promoted]

Remote Corporate Development Manager - AI Trainer ($50-$60 per hour)

Data AnnotationAbilene, Texas
[filters.remote]
[job_card.full_time] +1

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule....[internal_linking.show_more]

 • [job_card.promoted]

Occupational Therapy Assistant

Encompass Health Rehabilitation Hospital of AbileneAbilene, TX, US
[job_card.full_time] +1

Occupational Therapist Assistant Career Opportunity.Your Calling, Close to Home and Heart.Are you in search of a rewarding career that extends beyond just a job, bringing fulfillment close to your ...[internal_linking.show_more]

 • [job_card.promoted]

Remote Real Estate Financial Analyst - AI Trainer ($50-$60 per hour)

Data AnnotationAbilene, Texas
[filters.remote]
[job_card.full_time] +1

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule....[internal_linking.show_more]

 • [job_card.promoted]

Licensed Marriage and Family Therapist (Remote)

HeadwayAbilene, Texas, US
[filters.remote]
[job_card.full_time]

All potential applicants are encouraged to scroll through and read the complete job description before applying.Licensed Marriage and Family Therapist (LMFT).Licensed Marriage and Family Therapist ...[internal_linking.show_more]

 • [job_card.promoted]

Assistant Community Manager

Asset LivingAbilene, TX, United States
[job_card.full_time] +1

Asset Living is a third-party management firm and a proven partner in fostering thriving communities nationwide.Founded in 1986, Asset Living has decades of experience delivering exceptional value ...[internal_linking.show_more]

 • [job_card.promoted]

Senior Consumer Real Estate Processor

First Financial BanksharesAbilene, TX, United States
[job_card.full_time]

We're always looking for bright individuals to join our growing organization.As a part of the First Financial Family, we will invest in your development and provide a dynamic work environment where...[internal_linking.show_more]

 • [job_card.promoted]

PRN Occupational Therapy Assistant

Wisteria Place Nursing and RehabilitationAbilene, TX, United States
[job_card.full_time]

PRN Occupational Therapy Assistant (OTA).Come join our team and start making a difference!.Flexible hours available! Consistent hours available!.Wisteria Place Rehabilitation & Long-Term Care in Ab...[internal_linking.show_more]

 • [job_card.promoted]

Remote Real Estate Investment Associate - AI Trainer ($50-$60 per hour)

Data AnnotationAbilene, Texas
[filters.remote]
[job_card.full_time] +1

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule....[internal_linking.show_more]

 • [job_card.promoted]

Real Estate Associate Loan Originator, NE - Abilene

Hilltop HoldingsAbilene, TX, United States
[job_card.part_time]

Under the direction of the Lead/Primary Loan Originator, performs part-time office or non-manual work directly related to the management or general business operations of PrimeLending and its custo...[internal_linking.show_more]

 • [job_card.promoted]

PRN Occupational Therapy Assistant - Mesa Springs

Mesa Springs Healthcare CenterAbilene, TX, United States
[job_card.full_time]

PRN Occupational Therapy Assistant (OTA).Come join our team and start making a difference!.Mesa Springs Healthcare Center in Abilene, TX is an elegant, upscale, resort-style community offering the ...[internal_linking.show_more]

 • [job_card.promoted]

Licensed Marriage and Family Therapist

HeadwayAbilene, TX, US
[job_card.full_time]

Licensed Marriage and Family Therapist (LMFT).Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to help you start accepting insuranc...[internal_linking.show_more]

 • [job_card.promoted]

Business Development Manager

Slice Merchant ServicesAbilene, TX, US
[job_card.full_time]

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions...[internal_linking.show_more]

 • [job_card.promoted]

Licensed Marriage and Family Therapist (Virtual)

HeadwayAbilene, Texas, US
[job_card.full_time]

While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.Licensed Marriage and Family Therapist (LM...[internal_linking.show_more]

 • [job_card.promoted] • [job_card.new]

PRN Home Health / Hospice Aide Eastland

Kinder Hearts Home HealthAbilene, TX, United States
[job_card.full_time]

PRN Home Health / Hospice Aide Eastland.At Kinder Hearts Home Health and Hospice, we know that caring for our teammates is the first step in caring for our patients.We are committed to providing li...[internal_linking.show_more]

 • [job_card.promoted]

Occupational Therapy Assistant

Encompass Health Rehabilitation Hospital of KatyAbilene, TX, United States
[job_card.full_time] +1

Occupational Therapist Assistant Career Opportunity.Your Calling, Close to Home and Heart.Are you in search of a rewarding career that extends beyond just a job, bringing fulfillment close to your ...[internal_linking.show_more]

 • [job_card.promoted]

Assistant Hotel Manager

J-VersAbilene, Texas, US
[job_card.full_time]

Please make sure you read the following details carefully before making any applications.Holiday Inn Express & Suites, Comfort Suites University, and LaQuinta Suites are hospitality destinations co...[internal_linking.show_more]