Clearstead Advisors, LLC
Managing Director of Trust & Estates - Hybrid Remote
Clearstead Advisors, LLC, Charleston, West Virginia, United States,
Description
We are seeking a
Managing Director of Trust and Estates
in the Family Trust Company Group with additional support provided to the Tax Planning Group of our wealth management firm. This position will use expertise and experience in gift tax returns, generation skipping transfer tax, trust tax returns, high net worth estate planning, trust administration, family trust company administration, and tax compliance services for family trust companies, trustees, families, and their closely held businesses. This position offers remote work with in-office on an as-needed basis for team education and client meetings. In this position you will: Work with the family trust company (“FTC”) team to provide FTC clients with governance support and ongoing trust administration services or consulting. Review and analyze estate, trust and fiduciary related documents to provide observations, make planning recommendations, and document key provisions. Provide tax expertise and guidance for gift tax and trust tax planning for high net worth clients – s-corporation ownership in trusts knowledge helpful. Guide client activities to ensure preservation of assets in generation skipping transfer tax exempt trusts. Educate team members on trust, gift, and estate topics through regular education programming sessions. Participate in client meetings to explain current and proposed estate and tax planning strategies. Prepare, review or consult on gift tax returns as assigned. Provide thought leadership articles to be shared with Clearstead clients on estate planning topics. Participate in business development opportunities by networking and identifying opportunities for family trust companies or planning clients. Complete other duties as assigned. Requirements The successful candidate will have: Bachelor’s degree in business administration, accounting, taxation, finance, or related field. JD, CFP, CPA, or LLM designation required. 7+ years of relevant experience working for a law, accounting, or advisory firm specifically within this practice area. Proven experience preparing trust, gift, and estate tax returns. Knowledge of fiduciary accounting principles. Attention to details and related deadlines imperative. Ability to organize and manage multiple priorities. Proficiency in Microsoft Office suite applications required. Ability to cultivate and maintain client relationships. Demonstrate polished written and verbal communication. Strong team player with a commitment to company values. Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law. The qualified candidate can expect: The opportunity to join a growing firm that offers professional growth in an industry that is both dynamic and intellectually challenging. An opportunity to work with high-profile private clients and institutions across the country. A competitive base salary with an incentive bonus program. 401(k) Savings plan with company contributions. Health, Dental, Vision, and Long-term disability insurances. Generous paid time off program. We are Clearstead…an independent institutional and wealth advisory firm in Cleveland, Ohio. Our institutional clients include retirement funds, endowments, and foundations, higher educational institutions, and healthcare organizations. Our private clients are families, individuals, and related entities.
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Managing Director of Trust and Estates
in the Family Trust Company Group with additional support provided to the Tax Planning Group of our wealth management firm. This position will use expertise and experience in gift tax returns, generation skipping transfer tax, trust tax returns, high net worth estate planning, trust administration, family trust company administration, and tax compliance services for family trust companies, trustees, families, and their closely held businesses. This position offers remote work with in-office on an as-needed basis for team education and client meetings. In this position you will: Work with the family trust company (“FTC”) team to provide FTC clients with governance support and ongoing trust administration services or consulting. Review and analyze estate, trust and fiduciary related documents to provide observations, make planning recommendations, and document key provisions. Provide tax expertise and guidance for gift tax and trust tax planning for high net worth clients – s-corporation ownership in trusts knowledge helpful. Guide client activities to ensure preservation of assets in generation skipping transfer tax exempt trusts. Educate team members on trust, gift, and estate topics through regular education programming sessions. Participate in client meetings to explain current and proposed estate and tax planning strategies. Prepare, review or consult on gift tax returns as assigned. Provide thought leadership articles to be shared with Clearstead clients on estate planning topics. Participate in business development opportunities by networking and identifying opportunities for family trust companies or planning clients. Complete other duties as assigned. Requirements The successful candidate will have: Bachelor’s degree in business administration, accounting, taxation, finance, or related field. JD, CFP, CPA, or LLM designation required. 7+ years of relevant experience working for a law, accounting, or advisory firm specifically within this practice area. Proven experience preparing trust, gift, and estate tax returns. Knowledge of fiduciary accounting principles. Attention to details and related deadlines imperative. Ability to organize and manage multiple priorities. Proficiency in Microsoft Office suite applications required. Ability to cultivate and maintain client relationships. Demonstrate polished written and verbal communication. Strong team player with a commitment to company values. Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law. The qualified candidate can expect: The opportunity to join a growing firm that offers professional growth in an industry that is both dynamic and intellectually challenging. An opportunity to work with high-profile private clients and institutions across the country. A competitive base salary with an incentive bonus program. 401(k) Savings plan with company contributions. Health, Dental, Vision, and Long-term disability insurances. Generous paid time off program. We are Clearstead…an independent institutional and wealth advisory firm in Cleveland, Ohio. Our institutional clients include retirement funds, endowments, and foundations, higher educational institutions, and healthcare organizations. Our private clients are families, individuals, and related entities.
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