Carrie Rikon & Associates is hiring a Remote Trust and Estates Manager to manage client relationships and oversee complex trust and estate matters. The ideal candidate will be a CPA with 7-8+ years of public accounting experience, spending 60-75% of their time on trust and estate work.
What You'll Do
- Manage a portfolio of trust and estate matters, including estate planning, administration, probate, and litigation.
- Serve as the primary professional for assigned clients, handling high-value cases and important client relationships.
- Review and oversee the preparation of fiduciary, gift, and estate tax returns.
- Develop and execute strategies for resolving disputes involving wills, trusts, fiduciary duties, capacity challenges, and asset distribution.
- Coordinate with attorneys, financial advisors, and other professionals to deliver integrated solutions.
- Maintain compliance with all relevant legal and tax requirements in applicable jurisdictions.
- Provide guidance to clients on tax strategy, compliance, and post-tax profit optimization related to estates and trusts.
- Mentor junior team members to ensure consistent quality and professional development.
What We're Looking For
- CPA license required.
- 7–8+ years of public accounting experience with a 60–75% focus on trust and estate work.
- Experience in reviewing fiduciary, estate, and gift tax returns.
- Excellent communication skills to manage client relationships and convey complex concepts clearly.
- Strong organizational skills with the ability to manage multiple projects and deadlines.
- Demonstrated ability to work in a collaborative, professional environment.
Nice to Have
- Master’s degree in Taxation is a plus.
Team & Environment
Part of the Estates & Trusts practice.
Benefits & Compensation
- Compensation: $160,000 - $170,000 plus bonus
- 401(k)
- Health insurance
- Dental insurance
- Vision insurance
- Paid time off
- Wellness plan
- Additional benefits
Work Mode
This is a fully remote position.
