Latitude Inc
Step into a leadership role where your expertise truly makes an impact. We’re seeking an accomplished Tax Director – Trusts & Estates to join a forward‑thinking public accounting firm known for its collaborative culture and commitment to excellence. In this high‑visibility position, you’ll partner directly with high‑net‑worth individuals and families, guiding them through complex estate planning, trust taxation, and fiduciary compliance with precision and care.
Base pay range $180,000.00/yr - $220,000.00/yr
Job Summary In this role you’ll have the opportunity to shape sophisticated tax strategies, lead and mentor a talented team, and build long‑term client relationships rooted in trust and expertise. If you’re energized by meaningful client work, value collaboration, and want to grow within a firm that prioritizes people as much as performance, this is an exceptional opportunity to elevate your career.
Key Responsibilities
Lead and review advanced individual, fiduciary, estate, and gift tax returns.
Oversee compliance and filings for family foundations and charitable organizations, including Forms 990, 990‑PF, and 990‑T.
Ensure adherence to federal and multi‑state tax laws, coordinating probate, inheritance, and estate filings across jurisdictions.
Direct the preparation and review of fiduciary accountings for estates, trusts, and guardianships to ensure accuracy and transparency.
Conduct complex tax research and draft technical memoranda to support sophisticated planning strategies.
Provide strategic consulting and scenario modeling for income, estate, gift, and generation‑skipping transfer taxes.
Review and interpret estate planning legal documents to ensure alignment with clients’ objectives.
Manage multiple client relationships, ensuring exceptional service and timely delivery.
Mentor and coach team members, fostering professional growth and excellence.
Support business development initiatives through networking, presentations, and thought leadership contributions.
Seniority Level Director
Employment Type Full‑time
Job Function Accounting/Auditing (Industry: Accounting)
Location Maryland, United States
Referral increase your chances of interviewing at Latitude Inc by 2×
Get notified about new Tax Director jobs in Maryland, United States.
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Base pay range $180,000.00/yr - $220,000.00/yr
Job Summary In this role you’ll have the opportunity to shape sophisticated tax strategies, lead and mentor a talented team, and build long‑term client relationships rooted in trust and expertise. If you’re energized by meaningful client work, value collaboration, and want to grow within a firm that prioritizes people as much as performance, this is an exceptional opportunity to elevate your career.
Key Responsibilities
Lead and review advanced individual, fiduciary, estate, and gift tax returns.
Oversee compliance and filings for family foundations and charitable organizations, including Forms 990, 990‑PF, and 990‑T.
Ensure adherence to federal and multi‑state tax laws, coordinating probate, inheritance, and estate filings across jurisdictions.
Direct the preparation and review of fiduciary accountings for estates, trusts, and guardianships to ensure accuracy and transparency.
Conduct complex tax research and draft technical memoranda to support sophisticated planning strategies.
Provide strategic consulting and scenario modeling for income, estate, gift, and generation‑skipping transfer taxes.
Review and interpret estate planning legal documents to ensure alignment with clients’ objectives.
Manage multiple client relationships, ensuring exceptional service and timely delivery.
Mentor and coach team members, fostering professional growth and excellence.
Support business development initiatives through networking, presentations, and thought leadership contributions.
Seniority Level Director
Employment Type Full‑time
Job Function Accounting/Auditing (Industry: Accounting)
Location Maryland, United States
Referral increase your chances of interviewing at Latitude Inc by 2×
Get notified about new Tax Director jobs in Maryland, United States.
#J-18808-Ljbffr