Estate and Trust Manager

Job overview

The Estate and Trust Manager role is onsite in Abilene, TX. Compensation is not specified. The position leads Condley and Company’s Estate and Trust department, serving clients with estate and trust tax needs. The manager develops tax strategies, oversees estate and trust return preparation, advises on private foundations and family office structures, and leads tax professionals. The role supports client goals and service quality through technical tax guidance, team development, and direct client relationships.

What you'll do

• Develop estate and trust tax strategies
• oversee preparation of estate and trust tax returns
• monitor tax law changes and advise clients and the firm
• advise on private foundations and family office tax implications
• supervise and mentor tax professionals
• manage client engagements and relationships.

What we're looking for

Skills & competencies

estate and trust manager

estate tax

trust tax

tax planning

tax compliance

private foundations

family offices

team leadership

abilene tx

condley and company

texas cpa license

10+ years experience

self-managed pto

seasonal half-day fridays

Work arrangement

• Weekend coverage required

Benefits & perks

• Self-managed paid time off, seasonal half-day Fridays, competitive compensation and benefits, career advancement and support, and firm-paid professional development.

Why this role

Requires a Texas CPA license and 10+ years of estate and trust tax planning and compliance experience.

About the employer

Condley and Company is hiring for this role. Industry: Offices of Certified Public Accountants. Sector: 54.