Director of Tax, Trusts & Estates

We are engaged with another professional services firm in a search for a Tax Director, Trusts & Estates. This, award winning, local CPA firm is looking for seasoned trusted advisor to work in Trusts & Estates in the DC Metro area. This is a hybrid position, 3 days in the office, with excellent work/life balance in a growing firm.The Tax Director, Trusts & Estates to join their collaborative, people-first team. In this leadership role, you’ll partner with high-net-worth clients to provide thoughtful and comprehensive estate planning, trust taxation, and fiduciary compliance services. You’ll be part of a firm that values initiative, teamwork, and professional growth—where your expertise makes a real difference in the lives of our clients and their families.Key ResponsibilitiesLead and review high-level individual, fiduciary, estate, and gift tax returnsLead and review exempt organization filings for family foundations and related charities, including Forms 990, 990-PF, and 990-T, and oversee compliance calendars and state charitable registrationsEnsure compliance with multi-state probate, inheritance, estate, and individual income tax statutes and regulations, coordinating filings and requirements across jurisdictionsOversee preparation of estate, trust, and guardianship fiduciary accountings to ensure transparency and accountability in estate and asset managementResearch federal and state tax laws by situs, prepare technical tax memorandums, and develop innovative tax strategies tailored to the unique needs of clientsProvide ongoing consulting and scenario modeling, including multi-year income, estate, gift, generation-skipping transfer, and fiduciary tax projections, estimated tax planning, and distribution strategies for individuals, trusts, estates, and private foundations.Review and analyze estate planning-related legal documents, ensuring that all strategies align with the clients’ goals and legal requirementsManage multiple client engagements (and all aspects of client accounts), fostering trusted, long-term relationshipsMentor and coach team members, providing timely, constructive feedback and leadershipParticipate in business development through networking, speaking engagements, and publishing thought leadership articlesWhy apply?We’ll partner with you to shape a path that fits your strengths and interests. When you’re engaged, you do your best work—and what’s best for you is best for us.This firm has grown very year since our founding, offering stability and ongoing (personalized) growth opportunities for our team members.Initiative is rewarded! If you have a new project idea that you believe would benefit the firm, we want to hear it.We take our bonding opportunities very seriously – from happy hours to firm-sponsored vacations to enviable locations, like beachfront Jamaican resorts and all-inclusive Cancun properties. It’s these deep connections among our team members that create unparalleled bonds and team spirit, both in the office, and outside of it, ensuring we can collaborate effectively to create amazing results for our clients.Education and experience requirementsBachelor’s degree in Accounting, Finance, or Economics or equivalent experienceCertified Public Accountant (CPA) or Enrolled Agent (EA) preferredJD or LLM credentials will be considered and are welcomedJob Experience - At least 15 years of recent estate, gift, and trust tax experience with a law firm, an accounting firm, IRS/Treasury, and/or bank or corporation990 experience preferredQualificationsMaintains in-depth knowledge of federal and state estate, gift, and trust tax regulations and statutes, including how situs impacts planning, compliance, and administration across jurisdictionsAbility to navigate complex estate planning scenariosKnowledge of accounting and tax softwareHighly motivated with the desire to grow and develop this practice areaPassion for helping clients with estate planning, compliance, and wealth transfer needsInterest in building collaborative relationships, striving to find the best possible solutionsAbility to travel, as needed for client engagements (mostly local)Participation in business development activities (guidance and training will be provided) required.This firm provides excellent compensation, including an incentive bonus, profit sharing and outstanding employee benefits and generous PTO!For immediate consideration, please send your MS Word version of your resume to: jay.zanone@cbh.com