Latitude Inc is looking for a Tax Accounting Manager specializing in Trusts & Estates to manage our tax accounting operations. You'll be responsible for navigating complex tax regulations and ensuring compliance for high-value trust and estate portfolios.
What You'll Do
- Manage all tax accounting processes for a portfolio of trusts and estates
- Prepare and review complex federal and state tax returns for trusts, estates, and individuals
- Lead tax planning and strategy development for estate and gift tax matters
- Research and interpret tax laws and regulations affecting trusts and estates
- Ensure compliance with all filing deadlines and regulatory requirements
- Communicate directly with clients, attorneys, and financial advisors regarding tax matters
What We're Looking For
- Proven experience as a Tax Manager specializing in Trusts & Estates
- Deep knowledge of federal and state income, estate, and gift tax laws
- Experience preparing Forms 706, 709, 1041, and related schedules
- Strong technical accounting and analytical skills
- Excellent communication and client relationship management abilities
- Bachelor's degree in Accounting, Finance, or a related field; CPA required
Work Mode
This is a remote position for candidates located in the Washington, DC area or the broader United States.
Latitude Inc is an equal opportunity employer.
