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

Estate & Trust Manager

Condley and Company • Abilene, TX, United States
30+ days ago
Job type
  • Full-time
Job description

Estate And Trust Manager

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.
Create a job alert for this search

Estate & Trust Manager • Abilene, TX, United States

Similar jobs

Estate & Trust Associate/Senior

Condley and CompanyAbilene, TX, United States
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... Show more

 • Promoted

Assistant Kitchen Manager

Outback SteakhouseAbilene, TX, United States
Full-time

At Outback Steakhouse, we believe that people want to be part of something they can be proud of, is fun, and values you.Our goal for you as an Outbacker, which is what we affectionately call our te... Show more

 • Promoted

Licensed Marriage and Family Therapist (LMFT)

HeadwayAbilene, TX, US
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... Show more

 • Promoted

Occupational Therapy Assistant

Encompass Health Rehabilitation Hospital of AbileneAbilene, TX, US
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 ... Show more

 • Promoted

Drive with DoorDash - Be Your Own Boss

DoorDashOvalo, TX, United States

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a var... Show more

 • Promoted

Ford Office Manager

Arrow Ford DealershipsAbilene, TX, United States
Full-time

Experienced Ford Office Manager.Arrow Ford is looking to hire an Experienced Ford Office Manager to join our dynamic team.Prior experience in a car dealership office setting is required! We are see... Show more

 • Promoted

Assistant Property Manager - Apartment Community

Monarch Investment & Management GroupAbilene, TX, United States
Full-time

GROW your career with Monarch Investment, one of the top 10 multifamily owners in the country, owned by a family who truly cares about our people! Monarch Investment is seeking an Assistant Propert... Show more

 • Promoted

Sales Consultant - Salary Template

Stanley Auto GroupAbilene, TX, United States
Full-time

Automotive Sales Experience Specialist.Are you the type of person that can't sit still, loves talking to people and wants to control your income instead of waiting on a paycheck?.We're looking for ... Show more

 • Promoted

MEAT MANAGER

Lowe's SupermarketsTuscola, TX, United States
Full-time

This description is intended to outline the primary responsibilities, general nature and level of work being performed by teammates assigned to this position.It is not intended to be an exhaustive ... Show more

 • Promoted

DONOR RELATIONS COORDINATOR

West Texas Rehabilitation CenterAbilene, TX, United States
Full-time

Donor Relations, Fundraising, Coordinator.Hartford, Abilene, TX, 79605, United States.Description Requirements Summary.Details about the job requirements and summary will be provided here. Show more

 • Promoted

VP Trust Relationship Manager

First Financial BanksharesAbilene, TX, United States
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... Show more

 • Promoted

Restaurant Delivery - Be Your Own Boss

DoorDashTuscola, TX, United States

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a var... Show more

 • Promoted

Sales Manager

Legacy Funeral ServicesAbilene, TX, United States
Full-time

The Sales Manager plays an essential role in generating revenue for the funeral home(s) and/or cemetery(ies).He/She is the primary reference for the Family Service Professionals and/or Advanced Pla... Show more

 • Promoted

Licensed Marriage and Family Therapist

HeadwayAbilene, TX, US
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... Show more

 • Promoted

PRN Home Health / Hospice Aide Eastland

Kinder Hearts Home HealthAbilene, TX, United States
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... Show more

 • Promoted

Become a Surrogate and Help Create a Family While Supporting Your Own

Inclusive SurrogacyAbilene, Texas, United States
Permanent

Become a Surrogate and Help Create a Family While Supporting Your Own.Surrogacy gives you the opportunity to make an extraordinary impact in someone’s life while strengthening your own family’s fut... Show more

 • Promoted

Right of Way Project Coord or Manager

Texas Department of TransportationAbilene, TX, United States
Full-time +1

TxDOT's Right of Way Division is looking for a Project Coordinator or Project Manager to acquire property needed for the department's transportation projects.The position sits within a small team i... Show more

 • Promoted

Collections Assistant Manager

Rent-A-CenterAbilene, TX, United States
Full-time

Share Apply Full-time Starting at $14.We are Hiring Immediately! It's Your Career.At TLH Enterprises, Inc, DBA Rent-A-Center, we believe in putting people in control of their future.You will train ... Show more

 • Promoted

Estate & Trust Manager

Condley and CompanyAbilene, TX, United States
Full-time

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... Show more

 • Promoted

Home Shopping Dept. Manager (Drive Up and Go)

Albertsons CompanyAbilene, TX, United States
Full-time

As a Department Manager, you are a cut above the rest, ensuring the day-to-day operations and sales of the department run smoothly, while leading and engaging your team.To truly be successful in th... Show more