Summary of Job Duties
Condley and Company, LLP is hiring a Manager for its Estate and Trust department.
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.
