Himalayas logo
LatitudeLA

Trusts & Estates Tax Director

Latitude Inc. is an HR consulting firm specializing in tailored staffing solutions for various industries, dedicated to effective client engagement and employee success.

Latitude

Employee count: 11-50

Salary: 190k-220k USD

United States only

Stay safe on Himalayas

Never send money to companies. Jobs on Himalayas will never require payment from applicants.

Position Overview:

We are seeking an accomplished Trusts & Estates Tax Director with 10+ years of specialized experience in estate, trust, and high-net-worth individual tax planning and compliance. This leader will oversee complex estate and trust engagements, serve as a senior advisor to clients and internal teams, and drive strategic planning initiatives related to wealth transfer and legacy planning. The ideal candidate brings deep technical expertise, exceptional client-relationship skills, and experience managing sophisticated family wealth structures. This position is fully remote.

Responsibilities:

  • Lead the trusts and estates tax practice and oversee complex tax compliance, planning, and advisory services
  • Review and sign off on fiduciary, estate, gift, and individual tax returns, including Forms 1041, 706, and 709
  • Provide authoritative guidance on estate planning strategies, wealth transfer, charitable giving, and asset protection
  • Advise high-net-worth and ultra-high-net-worth families, fiduciaries, trustees, family offices, and legal advisors
  • Conduct advanced tax research and interpret federal and state tax laws and regulatory changes
  • Oversee estate and trust administration tax matters, valuations, and distributions
  • Serve as a trusted resource and technical expert for attorneys, CPAs, financial planners, and wealth advisors
  • Lead IRS examination strategies and manage resolution of estate and gift tax issues
  • Mentor, develop, and supervise tax professionals; support recruiting and training initiatives
  • Manage key client relationships and support firmwide business development and practice growth
  • Ensure the highest standards of compliance, confidentiality, and ethical conduct

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Director

Salary

Salary: 190k-220k USD

Location requirements

Hiring timezones

United States +/- 0 hours

About Latitude

Learn more about Latitude and their company culture.

View company profile

Latitude Inc. is a small business HR consulting firm based in Hanover, MD, providing professional staffing solutions and government services. With more than 35 years of experience in the consulting realm, Latitude's management team has effectively navigated the complexities of staffing in various industries such as Information Technology, Engineering, Bioscience, Accounting and Finance. Our firm has established a reputation for customizing services to match the particular needs of our clients, whether they are private corporations or government entities.

Our primary services include staffing solutions that involve consulting, contract, contract-to-hire, and permanent placement services. We have successfully supplied a range of skilled professionals to fulfill the requirements of both the public and private sectors. One of the cornerstones of Latitude's operation is our commitment to individualized recruiting and reference checking, ensuring that we only provide the highest-quality candidates. Whether aiding in a temporary role or fulfilling a permanent position, Latitude aims to deliver exceptional service that meets both client and employee needs, which ultimately leads to sustainable career development and organizational success.

Claim this profileLatitude logoLA

Latitude

View company profile

Similar remote jobs

Here are other jobs you might want to apply for.

View all remote jobs

11 remote jobs at Latitude

Explore the variety of open remote roles at Latitude, offering flexible work options across multiple disciplines and skill levels.

View all jobs at Latitude

Remote companies like Latitude

Find your next opportunity by exploring profiles of companies that are similar to Latitude. Compare culture, benefits, and job openings on Himalayas.

View all companies

Find your dream job

Sign up now and join over 100,000 remote workers who receive personalized job alerts, curated job matches, and more for free!

Sign up
Himalayas profile for an example user named Frankie Sullivan
Latitude hiring Trusts & Estates Tax Director • Remote (Work from Home) | Himalayas