HYBRID/ Estate and Trust Manager at Jobot
Reno, NV 89501
About the Job
HYBRID/ Estate and Trust Manager / Top 100 Firm
This Jobot Job is hosted by: Christopher Mildyn
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $110,000 - $180,000 per year
A bit about us:
Based in San Francisco, CA our partners have over 40 years of combined experience specializing in providing audit, accounting, and tax planning and compliance services to sophisticated clientele! We have clients located across the country and are able to communicate with them easily and have the capabilities to seamlessly and securely exchange documents and tax information through our secured portal system, our most cutting edge technology in our profession.
Why join us?
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
Job Details
Job Details:
We are currently seeking an experienced, dynamic, and dedicated Estate and Trust Manager to join our team in the Mortgage industry. This role offers the unique opportunity to manage and oversee the estate and trust operations of our organization. The successful candidate will be responsible for overseeing the administration of estates and trusts, providing tax advice, and planning wealth transfers. This is a permanent, hybrid position that allows for a balance of remote and in-office work.
Responsibilities:
1. Oversee the administration of estates and trusts, ensuring compliance with all relevant laws and regulations.
2. Provide expert advice on estate and trust taxation, helping clients to minimize their tax liabilities and maximize their wealth.
3. Develop and implement comprehensive wealth transfer plans, ensuring the efficient and effective transfer of assets to beneficiaries.
4. Provide tax advice to clients, helping them to understand the tax implications of their estate and trust plans.
5. Develop and implement philanthropic planning strategies, helping clients to achieve their charitable giving goals.
6. Deliver exceptional client service, building strong relationships with clients and providing them with the support and guidance they need.
7. Manage and lead a team of estate and trust professionals, providing them with the direction and support they need to succeed.
8. Stay up-to-date with changes in estate and trust laws and regulations, ensuring the organization remains compliant at all times.
Qualifications:
1. A bachelor's degree in Accounting or a related field is required. A Law degree is highly desirable.
2. A minimum of 5 years of experience in estate and trust management, preferably in the Mortgage industry.
3. Extensive knowledge of estate and trust laws and regulations.
4. Experience in estate taxation and wealth transfer planning.
5. Experience in providing tax advice to clients.
6. Experience in philanthropic planning.
7. Excellent client service skills, with the ability to build strong relationships with clients.
8. Strong management and leadership skills, with the ability to lead and inspire a team.
9. Excellent communication skills, with the ability to explain complex estate and trust concepts in a clear and understandable way.
10. Strong analytical and problem-solving skills, with the ability to make sound decisions based on thorough analysis.
In conclusion, if you are a seasoned professional with a passion for estate and trust management, we would love to hear from you. This is a fantastic opportunity to use your skills and experience to make a real difference in the lives of our clients. Apply today and take the next step in your career.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Christopher Mildyn
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $110,000 - $180,000 per year
A bit about us:
Based in San Francisco, CA our partners have over 40 years of combined experience specializing in providing audit, accounting, and tax planning and compliance services to sophisticated clientele! We have clients located across the country and are able to communicate with them easily and have the capabilities to seamlessly and securely exchange documents and tax information through our secured portal system, our most cutting edge technology in our profession.
Why join us?
- 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
Job Details
Job Details:
We are currently seeking an experienced, dynamic, and dedicated Estate and Trust Manager to join our team in the Mortgage industry. This role offers the unique opportunity to manage and oversee the estate and trust operations of our organization. The successful candidate will be responsible for overseeing the administration of estates and trusts, providing tax advice, and planning wealth transfers. This is a permanent, hybrid position that allows for a balance of remote and in-office work.
Responsibilities:
1. Oversee the administration of estates and trusts, ensuring compliance with all relevant laws and regulations.
2. Provide expert advice on estate and trust taxation, helping clients to minimize their tax liabilities and maximize their wealth.
3. Develop and implement comprehensive wealth transfer plans, ensuring the efficient and effective transfer of assets to beneficiaries.
4. Provide tax advice to clients, helping them to understand the tax implications of their estate and trust plans.
5. Develop and implement philanthropic planning strategies, helping clients to achieve their charitable giving goals.
6. Deliver exceptional client service, building strong relationships with clients and providing them with the support and guidance they need.
7. Manage and lead a team of estate and trust professionals, providing them with the direction and support they need to succeed.
8. Stay up-to-date with changes in estate and trust laws and regulations, ensuring the organization remains compliant at all times.
Qualifications:
1. A bachelor's degree in Accounting or a related field is required. A Law degree is highly desirable.
2. A minimum of 5 years of experience in estate and trust management, preferably in the Mortgage industry.
3. Extensive knowledge of estate and trust laws and regulations.
4. Experience in estate taxation and wealth transfer planning.
5. Experience in providing tax advice to clients.
6. Experience in philanthropic planning.
7. Excellent client service skills, with the ability to build strong relationships with clients.
8. Strong management and leadership skills, with the ability to lead and inspire a team.
9. Excellent communication skills, with the ability to explain complex estate and trust concepts in a clear and understandable way.
10. Strong analytical and problem-solving skills, with the ability to make sound decisions based on thorough analysis.
In conclusion, if you are a seasoned professional with a passion for estate and trust management, we would love to hear from you. This is a fantastic opportunity to use your skills and experience to make a real difference in the lives of our clients. Apply today and take the next step in your career.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
110,000 - 180,000 /year
