Top 45 Tax director, trusts & estates Jobs in Frederick Md

Tax Director - Trust & Estates
W3Global Inc —Gaithersburg, MD
- $150,000 - $210,000 a year
- CPA
- 11+ years
- Finance
- Disability insurance
- Health insurance
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Tax Manager - Part Time Up to $70 Per hour
Mercer Flanagan —Frederick, MD
- $60 - $70 an hour
- Part-time
- Hybrid work
- CPA
- 5 years
- Research
- Flexible schedule
- Retirement plan
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Senior Talent Acquisition Partner - Construction
The NRP Group —Gaithersburg, MD
- $100,000 - $125,000 a year
- Full-time
- Background check
- 5 years
- Presentation skills
- Paid parental leave
- Paid holidays
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Entry Level Financial Professional
ERA —Rockville, MD
- $40,000 - $120,000 a year
- Part-time
- Hybrid work
- Research
- Math
- Leadership
- Health insurance
- 401(k)
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Tax Director, Trusts & Estates
Lanigan Ryan —Gaithersburg, MD
- $150,000 - $210,000 a year
- Hybrid work
- CPA
- 11+ years
- Finance
- Disability insurance
- Health insurance
Staff Consultant
RYAN & WETMORE PC —Frederick, MD
- $67,000 - $72,000 a year
- Full-time
- Writing skills
- 3 years
- Analysis skills
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12d
VP, Assistant Branch Manager - Gaithersburg, MD
Charles Schwab —Gaithersburg, MD
- $104,600 - $174,800 a year
- Background check
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Commercial Relationship Manager II
Atlantic Union Bank —Frederick, MD
- $90,179 - $150,557 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Profit sharing
Mid-Level Associate Attorney
Willow Legal Group —Laytonsville, MD
- $110,000 - $125,000 a year
- Full-time
- Hybrid work
- Google Workspace
- Mid-level
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Senior Director, Capital Programs & Advisory
Goodwill Industries International, Inc. —Rockville, MD
- $175,000 - $195,000 a year
- Full-time
- Office
- Finance
- Bachelor's degree
11d
Receptionist
Law Office of Lena A Clark LLC —Frederick, MD
- $20 - $24 an hour
- Full-time
- Mid-level
- Computer skills
- Financial services
- Paid holidays
- Health insurance
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Senior Financial Advisor – Experienced Professionals
First Command Financial Services, Inc. —Frederick, MD
- From $110,000 a year
- 5 years
- Military
- In-person
- Flexible schedule
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Tax Staff Accountant
SEK CPAs & Advisors —Hagerstown, MD
- Full-time
- Microsoft Excel
- Research
- Office
- Health savings account
- Paid holidays
10d
Chief Accounting Officer
World Business Lenders, LLC —Woodsboro, MD
- $250,000 a year
- Full-time
- Remote
- CPA
- System design
- Finance
- Paid holidays
- Disability insurance
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Director of Treasury
STANDARD SOLAR INC —Rockville, MD
- $185,000 - $210,000 a year
- Full-time
- Finance
- Bachelor's degree
- Mentoring
11d
Director of Operations and Finance
LAWS Domestic Violence & Sexual Assault Services —Leesburg, VA
- $95,000 - $110,000 a year
- Full-time
- CPA
- Office
- 3 years
- 403(b) matching
- Dental insurance
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23h
MIM - Executive Assistant - Office Manager
MetLife —Germantown, MD
- $50,000 - $65,000 a year
- Email
- Hybrid work
- 5 years
- Mid-level
- Office
- Paid holidays
- Disability insurance
Client Relations Coordinator - Legal Intake
Willow Legal Group —Laytonsville, MD
- $25 - $27 an hour
- Call employer
- Organizational skills
- Communication skills
- Banking
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Sales Counselor
Asbury Communities —Gaithersburg, MD
- $65,000 a year
- Weekends as needed
- Hospitality
- Marketing
- Mid-level
- Paid holidays
- Health insurance
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Housekeeping Worker
Stewart Real Estate —Derwood, MD
- $20 - $25 an hour
- Part-time
- High school diploma or GED
- Driver's License
- Team management
- Flexible schedule
Quick Apply
4d

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tax director, trusts & estates jobs near frederick md

Tax Director - Trust & Estates

W3Global Inc -
Gaithersburg, MD

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Job Details

$150,000 - $210,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Professional development assistance
Life insurance
Referral program

Qualifications

Accounting systems
Economics
Team member evaluation
Law
CPA
Business development within consulting
Team leadership
Bachelor's degree in finance
Coaching
Master's degree in law
11+ years
Performance feedback (performance evaluation method)
Bachelor's degree in economics
Estate planning advisory services
Legal memorandum writing
Income tax planning
Finance
Trust administration
Doctor of Law (JD)
Team development
Managing financial planning clients
Professional development support
Bachelor's degree
Bank experience
Mentoring
Accounting firm experience
Leading team collaboration initiatives
Law office experience
Business development within finance
State tax return preparation

Full Job Description

We are seeking an experienced Tax Director, Trusts & Estates (Hybrid) to join our collaborative, people-first team. In this leadership role, you'll partner with high-net-worth clients to provide thoughtful and comprehensive estate planning, trust taxation, and fiduciary compliance services. You'll be part of a firm that values initiative, teamwork, and professional growth-where your expertise makes a real difference in the lives of our clients and their families.

What You'll Do

Lead and review high-level individual, fiduciary, estate, and gift tax returns
Lead and review exempt organization filings for family foundations and related charities, including Forms 990, 990-PF, and 990-T, and oversee compliance calendars and state charitable registrations
Ensure compliance with multi-state probate, inheritance, estate, and individual income tax statutes and regulations, coordinating filings and requirements across jurisdictions
Oversee preparation of estate, trust, and guardianship fiduciary accountings to ensure transparency and accountability in estate and asset management
Research federal and state tax laws by situs, prepare technical tax memorandums, and develop innovative tax strategies tailored to the unique needs of clients
Provide ongoing consulting and scenario modeling, including multi-year income, estate, gift, generation-skipping transfer, and fiduciary tax projections, estimated tax planning, and distribution strategies for individuals, trusts, estates, and private foundations.
Review and analyze estate planning-related legal documents, ensuring that all strategies align with the clients' goals and legal requirements
Manage multiple client engagements (and all aspects of client accounts), fostering trusted, long-term relationships
Mentor and coach team members, providing timely, constructive feedback and leadership
Participate in business development through networking, speaking engagements, and publishing thought leadership articles

Education Requirements

Bachelor's degree in Accounting, Finance, or Economics or equivalent experience

Certified Public Accountant (CPA) or Enrolled Agent (EA) preferred

JD or LLM credentials will be considered and are welcomed

Job Experience

At least 15 years of recent estate, gift, and trust tax experience with a law firm, an accounting firm, IRS/Treasury, and/or bank or corporation

990 experience preferred

Qualifications

Maintains in-depth knowledge of federal and state estate, gift, and trust tax regulations and statutes, including how situs impacts planning, compliance, and administration across jurisdictions

Ability to navigate complex estate planning scenarios

Knowledge of accounting and tax software

Highly motivated with the desire to grow and develop this practice area

Passion for helping clients with estate planning, compliance, and wealth transfer needs

Interest in building collaborative relationships, striving to find the best possible solutions

Ability to travel, as needed for client engagements (mostly local)

Willingness to participate in business development activities (guidance and training will be provided)

Legally authorized to work in the United States without the need for employer sponsorship

Benefits

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Life insurance
Long-term disability insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Retirement plan
Short-term disability insurance
Vision insurance

#INDW3

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tax director, trusts & estates jobs in frederick md

Tax Director - Trust & Estates

Tax Manager - Part Time Up to $70 Per hour

Senior Talent Acquisition Partner - Construction

Entry Level Financial Professional

Tax Director, Trusts & Estates

Staff Consultant

VP, Assistant Branch Manager - Gaithersburg, MD

Commercial Relationship Manager II

Mid-Level Associate Attorney

Senior Director, Capital Programs & Advisory

Receptionist

Senior Financial Advisor – Experienced Professionals

Tax Staff Accountant

Chief Accounting Officer

Director of Treasury

Director of Operations and Finance

MIM - Executive Assistant - Office Manager

Client Relations Coordinator - Legal Intake

Sales Counselor

Housekeeping Worker

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