Director of Trusts & Estates Tax – High-Net-Worth Families & Fiduciary Planning

Fully Remote | $200K–$325K+ | Premier U.S. CPA Firm

A nationally recognized CPA firm with a sophisticated fiduciary tax practice is expanding its Estate, Gift & Trust group and seeking a Director-level professional (or a seasoned Senior Tax Manager) ready to step into a client-facing leadership role.

This is a remote position with full Partner visibility and the chance to shape the future of a high-growth EGT practice that advises some of the most successful families in the country.

The Opportunity

You’ll serve as a strategic advisor across complex estate, gift, and trust structures—coordinating directly with attorneys, wealth advisors, and family offices. This is a consultative role, not just compliance: you’ll guide clients through generational transfers, estate settlements, and fiduciary reporting while leading a capable internal team.

Key Focus Areas

• Fiduciary Tax (1041 / 706 / 709) – Estates, trusts, and gifting transactions
• HNW Individual Tax (1040) – Closely tied to family entities and investment vehicles
• Planning & Strategy – Generational wealth, charitable vehicles, succession

What You’ll Do

• Direct and review complex fiduciary, estate, and gift tax engagements
• Develop and implement strategic tax plans for HNW families and their entities
• Partner with attorneys and advisors to optimize estate structures and minimize tax exposure
• Mentor and develop a specialized team of tax professionals
• Identify opportunities to expand client relationships and the EGT practice

Qualifications

• CPA or EA required; advanced tax or estate-planning degree preferred
• 10+ years of experience in public accounting with a fiduciary and HNW focus
• Proven ability to manage large, sensitive client relationships
• Strong grasp of federal and state estate/gift tax rules
• Confident communicator capable of translating technical topics for non-technical audiences

Why Join

• Remote-first culture with modern tools and full integration across offices
• Compensation: $200K–$325K+ (DOE) plus performance-based bonus potential
• Benefits:
• Medical, dental, and vision coverage
• 401(k) with firm match
• HSA/FSA and wellness stipends
• Generous PTO and paid parental leave
• CPE sponsorship and leadership development
• Long-term equity and partner-track potential

Ready to Explore?

Interviews are now being scheduled.

Candidates are encouraged to submit your resume or you can connect with me directly at chuck@levelociti.com to discuss details confidentially.

View additional nationwide CPA firm opportunities at: https://levelociti.com/job-search/