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Tax Director - Trusts and Estate (Remote)
Tax Director - Trusts and Estate (Remote)Latitude • Augusta, GA, US
Tax Director - Trusts and Estate (Remote)

Tax Director - Trusts and Estate (Remote)

Latitude • Augusta, GA, US
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Tax Director - Trusts and Estate (Remote)

The Tax Director Trusts & Estates will lead our firm's fiduciary and estate tax practice, overseeing the delivery of complex tax compliance and planning engagements for trusts, estates, and high-net-worth individuals. This leader will serve as a key technical resource, mentor team members, and work directly with clients, attorneys, and financial advisors to provide strategic estate and wealth transfer planning solutions.

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.

Requirements :

  • 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.
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    Tax Director • Augusta, GA, US

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