Senior Trust Manager
Location: Abilene
Posted on: June 23, 2025
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Job Description:
Senior Estate and Trust Manager Position Overview: Join our
dynamic team as a Senior Estate and Trust Manager, where you’ll
play a pivotal role in shaping our department’s future. With the
upcoming retirement of three partners and our commitment to
promoting from within, this is an exceptional opportunity to
advance your career and potentially become a Partner with us. We’re
passionate about community involvement and fostering a work
environment that supports both personal and professional growth.
About Us: Team: 9 partners, 80 employees Culture: Strong community
involvement, including annual Christmas and Summer parties. Perks:
Texas Rangers baseball tickets, half-day Fridays (off at noon), and
a 36-hour work week. Growth Potential: Significant opportunity to
advance to Partner level. Benefits: Work on diverse and challenging
projects with a wide range of clients. Enjoy a balanced work/life
schedule and career growth opportunities. Competitive compensation
and benefits package. Self-managed PTO and seasonal half-day
Fridays. Engage in valuable projects and add substantial impact to
client businesses. Qualifications: Bachelor’s degree in accounting
with required coursework and a CPA license. 10 years of experience
in estate and trust tax planning and compliance. In-depth knowledge
of private foundations, family office structures, and related tax
issues. Expertise in current tax laws and regulations. Proven
leadership skills and experience managing teams. Strong
communication and interpersonal skills for effective client
interaction. Authorization to work in the U.S. without sponsorship.
Key Responsibilities: Design and implement customized tax
strategies for high-net-worth clients to optimize wealth transfer
and reduce tax liabilities. Partner with clients and professionals
to ensure tax plans align with financial objectives. Oversee the
preparation of estate and trust tax returns in compliance with
regulations. Stay informed on tax code changes and advise on their
implications. Guide the structuring and management of private
foundations. Collaborate with family offices to resolve tax issues
and enhance financial structures. Lead and mentor a team of tax
professionals, fostering a collaborative and growth-focused
environment. Key Factors: Approach business problems creatively,
considering clients’ overall business and industry context. Manage
client expectations, ensuring high satisfaction and precise
engagement scoping. Maintain service quality through thoroughness
and accuracy. Build and sustain strong client relationships,
providing prompt and effective responses. Align team capabilities
with project requirements, delegate tasks efficiently, and offer
real-time feedback. Stay updated on regulatory and industry
developments, and foster trust with clients and team members.
Development Opportunities: Access to firm-sponsored professional
development programs. Engage with all levels of staff and clients,
including daily interactions with partners. Involvement in diverse
non-compliance projects. Opportunities for leadership through the
firm’s professional development initiatives. For a confidential
conversation, please contact Jalen Thompson at (605) 705-3304 . All
qualified applicants will receive consideration without regard to
race, age, color, sex (including pregnancy), religion, national
origin, disability, sexual orientation, gender identity, marital
status, military status, genetic information, or any other status
protected by applicable laws or regulations. GPAC (Growing People
and Companies) is an award-winning search firm specializing in
placing quality professionals within multiple industries across the
United States since 1990. We are extremely competitive,
client-focused and realize that our value is in our ability to
deliver the right solutions at the right time.
Keywords: , Abilene , Senior Trust Manager, Accounting, Auditing , Abilene, Texas
