Estate and Trust Manager

This Jobot Job is hosted by: Jim McCrudden

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Salary: $110,000 - $180,000 per year

Estate and Trust Manager needed in Reno, NV for full time role. You can work from home up to 3 days per week in this position.

Responsibilities:

• Provide specialized tax advice to clients on trust and estate taxation, wealth transfer strategies, and philanthropic planning, employing advanced techniques for effective wealth management.
• Oversee and review the preparation of tax returns for trusts, estates, and gifts, ensuring accuracy and compliance with regulations.
• Lead, supervise, and mentor staff, offering guidance in professional development, resolving technical challenges, and fostering a collaborative team environment.
• Conduct semi-annual performance evaluations for assigned team members and manage ongoing employee performance and development.
• Build and maintain strong client relationships by delivering exceptional service, demonstrating professionalism, and collaborating with Partners to identify and attract new clients.
• Continuously develop expertise in the firm's key industries by attending relevant training sessions and actively seeking opportunities for growth and improvement.

• Competitive Base Salary!
• Extremely Competitive Benefits Package!
• Diverse Client Relationships!
• Outstanding Career Growth!

What we offer: Paid Time Off | 9 Paid Holidays | Medical, Dental, and Vision Insurance | 401(k)/Profit Sharing Plan | Professional Dues and Licenses | Flexible Spending Accounts and Health Savings Accounts

Please apply today if this is something you're interested in!

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.