Job Description

We're seeking a skilled and dedicated Estate and Trust Manager to join our team! This is a full-time role based in Reno, NV, offering the flexibility to work from home up to three days per week. You'll have the opportunity to contribute your expertise in tax planning, wealth management, and client relationships, all while enjoying a collaborative and supportive environment.

Key Responsibilities:

Provide expert tax advice to clients on trust and estate taxation, wealth transfer strategies, and philanthropic planning, utilizing advanced techniques to optimize wealth management.
Oversee and review the preparation of tax returns for trusts, estates, and gifts, ensuring compliance with all regulations and accuracy.
Lead and mentor a team, guiding staff through professional development, addressing technical challenges, and fostering a positive and collaborative work culture.
Conduct semi-annual performance evaluations for team members and assist with their ongoing development.
Build and maintain strong client relationships by offering exceptional service, professionalism, and collaborating with senior leadership to attract new clients.
Continue to grow your expertise in the firm's key industries by participating in relevant training sessions and identifying opportunities for career development.

Why You'll Love Working Here:

Competitive Salary: We offer a base salary of $110,000 - $180,000 per year.
Great Benefits: Comprehensive benefits including medical, dental, and vision insurance, 401(k) with profit-sharing, paid time off, and flexible spending accounts.
Career Growth: Excellent opportunities for career development and progression.
Work-Life Balance: Enjoy the flexibility of working remotely up to three days per week.

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

Ready to Join Us?
If you're passionate about estate and trust management and ready to take the next step in your career, we'd love to hear from you! Click the "Apply Now" button to submit your resume and apply today.

We are proud to be an equal-opportunity employer, committed to creating an inclusive and diverse work environment. All qualified candidates will be considered for employment regardless of race, color, religion, gender, age, sexual orientation, disability, or any other protected characteristic.
Employment Type: Full-Time
Salary: $ 110,000.00 180,000.00 Per Year

Job Tags

Full time, Remote work, Work from home, Flexible hours, 3 days per week,

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