Estate & Trust Manager

A bit about us :

Based in San Francisco, CA our partners have over 40 years of combined experience specializing in providing audit, accounting, and tax planning and compliance services to sophisticated clientele! We have clients located across the country and are able to communicate with them easily and have the capabilities to seamlessly and securely exchange documents and tax information through our secured portal system, our most cutting edge technology in our profession. e]“Top 100 Best Accounting Firms to Work for” for multiple years.

Why join us?

• Competitive Base Salary!
• Extremely Competitive Benefits Package!
• Diverse Client Relationships!
• Outstanding Career Growth!

We offer a hybrid-working model, state of the art technology, and firm events that help our team foster personal connections with all of their coworkers and promote collaboration in the workplace. Our hybrid work environment allows for greater flexibility and work-life integration. We firmly believe that the success of our firm is directly dependent on the success of our people, which is why we strive to cultivate an engaging environment that exemplifies our firm values.

Job Details

Job Details :

We are seeking an experienced and dynamic Permanent Estate & Trust Manager for our Mortgage industry team. This is an exceptional opportunity for a professional who thrives in an innovative, fast-paced environment. This is a hybrid role that allows you to work both remotely and in-office, providing the flexibility you need while also fostering team collaboration. An added bonus? We offer paid overtime, so your extra efforts are always rewarded.

Responsibilities :

As a Permanent Estate & Trust Manager, you will be responsible for :

1. Managing and overseeing all aspects of estate and trust administration, ensuring compliance with all regulatory requirements.

2. Collaborating with wealth management advisors to create comprehensive estate plans that meet the needs of our clients.

3. Reviewing and interpreting wills, trusts, and other estate planning documents.

4. Assisting with the preparation of estate tax returns and fiduciary income tax returns.

5. Navigating complex financial situations and providing expert guidance to clients regarding their estate and trust matters.

6. Providing exceptional customer service, maintaining strong relationships with clients, and fostering a culture of trust and integrity.

7. Overseeing the distribution of assets and resolution of estate and trust matters in a timely and efficient manner.

8. Keeping abreast of current industry trends, changes in tax laws, and best practices in estate and trust management.

Qualifications :

The ideal candidate for the Permanent Estate & Trust Manager position possesses the following qualifications :

1. A minimum of 5 years of experience in estate and trust management or a related field.

2. A strong understanding of wealth management principles and strategies.

3. Exceptional knowledge of estate and trust laws, regulations, and procedures.

4. Proven experience in managing complex financial situations and providing expert estate and trust guidance.

5. Strong interpersonal and communication skills, with the ability to build and maintain strong relationships with clients and team members.

6. A commitment to providing exceptional customer service and maintaining a high level of professionalism.

7. The ability to work in a fast-paced, dynamic environment, with the flexibility to adapt to changing priorities.

8. Proficiency in using estate and trust management software and tools.

9. A bachelor's degree in finance, law, or a related field is preferred. Advanced certifications in estate and trust management are a plus.

Join our team and take your career to the next level with an organization that values your expertise and contributions. Apply today!

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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