Tax Director – Trust & Estate Services (Fully Remote | U.S.)

We’re a growing public accounting and advisory firm seeking a Tax Director to join our Trust & Estate practice. This role is ideal for someone who enjoys tackling technically challenging fiduciary tax work, leading client engagements, and serving as a trusted resource for high-net-worth families and their advisors.

Whether your background is in public accounting or a family office supporting ultra-high-net-worth (UHNW) families, this position offers the opportunity to work on complex trust structures, multi-state tax matters, and high-volume Schedule K-1 reporting.

Position Summary

The Tax Director will provide technical leadership on complex trust and estate tax engagements, oversee client relationships, mentor staff, and serve as a trusted advisor to high-net-worth individuals, families, and fiduciaries.

Key Responsibilities

• Manage and review complex trust, estate, and fiduciary tax returns.
• Advise clients on trust and estate tax planning strategies.
• Oversee engagements involving large volumes of Schedule K-1s from pass-through entities.
• Interpret and apply multi-state trust taxation rules.
• Build and maintain relationships with attorneys, wealth advisors, and fiduciaries.
• Mentor managers, seniors, and staff while ensuring high-quality client service.
• Identify tax planning opportunities and contribute to business development initiatives.

Qualifications

• CPA required (EA considered for exceptional candidates).
• 7+ years of public accounting experience with a strong focus on Trust & Estate taxation.
• Demonstrated experience reviewing fiduciary returns and complex trust structures.
• Expertise handling trusts that receive significant volumes of Schedule K-1s (tens of thousands preferred).
• Experience with trusts operating across multiple states.
• Strong leadership, communication, and client management skills.

Preferred Experience

• High-net-worth individual and family office clients.
• Multi-state fiduciary tax compliance and planning.
• Complex pass-through entity taxation.
• Experience mentoring teams and managing multiple engagements simultaneously.

Compensation & Benefits

• Base Salary: Up to $275K+ (commensurate with experience)
• Annual performance bonus
• Fully remote within the U.S.
• Comprehensive health, retirement, and paid time off benefits
• Collaborative culture with opportunities for advancement into firm leadership.

Ideal Candidate

This role is best suited for a seasoned Trust & Estate tax professional who currently manages complex fiduciary engagements involving substantial K-1 activity, enjoys building client relationships, and is looking to join a growing national practice with long-term leadership opportunities.

Interested?

If you’re currently working in Trust & Estate or a family office and have experience with complex trusts, multi-state filings, or high-volume Schedule K-1 reporting, we’d love to start a conversation. Apply today or reach out confidentially to learn more about the role, team, and long-term growth opportunity.

Please apply or reach out directly for confidential consideration.

Isabel.Booth@Levelociti.com

https://levelociti.com/job-search/

We’re also working on additional public accounting & tax opportunities nationwide, so should this one not be the fit you're looking for, please check our website for additional positions!

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