Latitude, Inc.
Estate & Trust Tax Manager
Gaithersburg, MD - Full Time
As an Estate and Trust Tax Manager, you will lead our estate and trust tax planning and compliance efforts. You will collaborate with a team of skilled professionals to provide tailored tax strategies that align with our clients' long-term financial objectives.
Responsibilities:
- Manage a portfolio of estate and trust clients, overseeing tax planning, compliance, and advisory services.
- Review complex tax returns for accuracy and completeness, ensuring adherence to relevant regulations.
- Develop and implement tax strategies that minimize liabilities and optimize financial outcomes.
- Stay up-to-date with changes in tax laws and regulations affecting estate and trust planning.
- Collaborate with clients, legal teams, and financial advisors to create integrated wealth plans.
- Provide guidance and mentorship to junior staff members within the tax team.
