Talent.com
Tax Director - Trusts and Estate (Remote)
Tax Director - Trusts and Estate (Remote)Latitude • Augusta, GA, US
[error_messages.no_longer_accepting]
Tax Director - Trusts and Estate (Remote)

Tax Director - Trusts and Estate (Remote)

Latitude • Augusta, GA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
  • [filters.remote]
[job_card.job_description]

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.
    • [job_alerts.create_a_job]

    Tax Director • Augusta, GA, US

    [internal_linking.related_jobs]
    Tax Supervisor

    Tax Supervisor

    SME CPAs • Augusta, GA, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Tax Supervisor &#...[show_more]
    [last_updated.last_updated_30]
    Remote Bookkeepers / Accountants / Tax Preparers (CPA a plus)

    Remote Bookkeepers / Accountants / Tax Preparers (CPA a plus)

    NorthPoint Search Group • Augusta, GA, US
    [filters.remote]
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Remote Bookkeepers / Accountants / Tax Preparers (CPA a plus) Who : .CPA firms supporting small to mid-sized clients.Seeking experienced accounting and tax professionals to assist during tax season.I...[show_more]
    [last_updated.last_updated_variable_days]
    Managing Director, Actuarial Services

    Managing Director, Actuarial Services

    Evolent Health • Augusta, GA, US
    [job_card.full_time]
    Managing Director, Actuarial Services.Evolent partners with health plans and providers to achieve better outcomes for people with most complex and costly health conditions.Working across specialtie...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Experienced Tax Professional

    Experienced Tax Professional

    H&R Block, Inc. • North Augusta, SC, United States
    [job_card.full_time]
    Our Company At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We a...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Experienced Tax Professional - Remote

    Experienced Tax Professional - Remote

    H&R Block • Augusta, GA, United States
    [filters.remote]
    [job_card.full_time]
    At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Experienced CPA / Tax Manager Accountant - Augusta

    Experienced CPA / Tax Manager Accountant - Augusta

    BJM Employer Inc • Augusta, GA, United States
    [job_card.full_time]
    Are you ready to take your career in public accounting leadership to the next level? At BJM Group, were more than just an accounting firm were a growing network of professionals who value teamwork,...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director, Volunteer Partnerships & Experience

    Director, Volunteer Partnerships & Experience

    Junior Achievement of Georgia • Augusta, GA, United States
    [job_card.full_time]
    Director Volunteer Partnerships & Experience (Augusta).Reports to the VP, Volunteer Strategy & Partnerships.About Junior Achievement of Georgia. Junior Achievement (JA) of Georgia’s mission is to in...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Real Estate Brokerage Professionals - AI Trainer ($60-$60 per hour)

    Remote Real Estate Brokerage Professionals - AI Trainer ($60-$60 per hour)

    Mercor • Augusta, Georgia, US
    [filters.remote]
    [job_card.full_time]
    Mercor is seeking experienced Real Estate Brokerage and Agency Professionals for a project with one of the world’s top AI labs. This role involves leveraging your legal expertise to help evaluate ho...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director, Product Management Lynx - US Remote

    Director, Product Management Lynx - US Remote

    McKesson • Augusta, GA, US
    [filters.remote]
    [job_card.full_time]
    Director Of Product Management.McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that m...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Strategic Accounts Director

    Strategic Accounts Director

    Spring Health • Augusta, GA, US
    [job_card.full_time]
    At Spring Health, our mission is to eliminate every barrier to mental health.Our clinically validated technology, Precision Mental Healthcare, empowers us to deliver the right care at the right tim...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Exempt Organizations Tax Senior Associate

    Exempt Organizations Tax Senior Associate

    Cherry Bekaert • Augusta, GA, United States
    [job_card.full_time]
    Join Cherry Bekaert, one of the largest accounting and consulting firms in the United States, recognized for delivering innovative advisory, assurance, and tax services. We are dedicated to nurturin...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data Annotation • Augusta, Georgia
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Manager

    Tax Manager

    Gpac • Augusta, Georgia, United States
    [job_card.full_time]
    [filters_job_card.quick_apply]
    A reputable Public Accounting firm in the area is looking to add a .This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, th...[show_more]
    [last_updated.last_updated_30]
    Director of Foundations Finance

    Director of Foundations Finance

    InsideHigherEd • Augusta, Georgia, United States
    [job_card.full_time] +1
    Director of Foundations Finance.Augusta University is Georgia's innovation center for education and health care, training the next generation of innovators, leaders, and healthcare providers in cla...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Currencies • Augusta, GA
    [filters.remote]
    [job_card.full_time] +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Senior

    Tax Senior

    gpac • Augusta, GA, United States
    [job_card.full_time]
    A reputable Public Accounting firm in the area is looking to add a.This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sales and Use Tax Senior Manager

    Sales and Use Tax Senior Manager

    Georgia Staffing • Augusta, GA, US
    [job_card.full_time]
    Cherry Bekaert has been proudly providing accounting and advisory services to our clients for 75 years.We are seeking a Sales Tax Senior Manager. The location is flexible and remote would be conside...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Director of eDiscovery

    Senior Director of eDiscovery

    Contact Government Services • Augusta, GA, US
    [job_card.full_time]
    Contact Government Services is seeking an experienced and motivated Senior Director of eDiscovery for one of our large government projects. This is an exciting opportunity to lead an electronic disc...[show_more]
    [last_updated.last_updated_30] • [promoted]