Senior Trust Manager - GPAC

Estate and Trust Manager Position

Position Overview:

Our firm is seeking a talented and experienced Manager for our Estate and Trust department. This role offers the opportunity to work on a variety of challenging and diverse projects, balancing a healthy work/life balance with career advancement prospects.

Benefits:

• Engage in diverse projects with varied clientele.

• Maintain a healthy work/life balance with career advancement support.

• Health insurance benefits covered, including self-managed PTO and seasonal half-day Fridays.

• Opportunities to add significant value to clients and their businesses.

Qualifications:

• Bachelor’s degree in accounting with the necessary coursework and a CPA license.

• Over 10 years of experience in estate and trust tax planning and compliance.

• Comprehensive knowledge of private foundations, family office structures, and related tax issues.

• Deep understanding of current tax laws and regulations.

• Proven leadership abilities and team management experience.

• Strong communication and interpersonal skills for effective client interactions.

• Authorized to work in the United States without the need for sponsorship.

Key Responsibilities:

• Develop tailored tax strategies for high-net-worth clients to ensure efficient wealth transfer and minimize tax liabilities.

• Collaborate with clients and other professionals to align tax plans with clients’ financial goals.

• Oversee the preparation of estate and trust tax returns, ensuring they meet current laws and regulations.

• Keep updated on tax code changes and advise clients and the firm on potential impacts.

• Provide guidance on the structuring and management of private foundations.

• Work with family offices to address tax issues, ensure smooth operations, and optimize financial structures.

• Supervise and mentor a team of tax professionals, fostering a collaborative and growth-oriented environment.

Key Factors:

• Think creatively to solve business problems, considering the big picture of clients’ businesses and industries.

• Manage client expectations, ensure satisfaction, and scope engagements effectively.

• Take responsibility for service quality, ensuring thoroughness and accuracy.

• Build and maintain strong client relationships and provide timely responses to requests.

• Align team capabilities with work requirements, delegate effectively, and provide real-time feedback.

• Stay current on regulatory and industry issues and develop loyalty and trust with the team and clients.

Development Opportunities:

• Professional development through firm-paid programs.

• Interaction with all levels of staff and clients, including daily interaction with partners.

• Participation in various non-compliance projects.

• Leadership opportunities in the firm’s professional development program.

• Support for community and professional organization participation, networking events, and alumni programs.

For a confidential conversation, please contact Jalen Thompson at

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.