Accounting
Trust & Estate Tax Specialist
Advise fiduciaries and high-net-worth families on the tax positions behind trust and estate structures, where the planning horizon is long and the structures must hold across it.
Remote — United StatesFull-timeAccounting
The role
Trust and estate work is where the Fortress idea — a position built to hold — is tested over the longest horizon. This role advises fiduciaries and high-net-worth families on the tax treatment of trust and estate structures: the positions taken when they are established, the consequences as they operate, and the changes in law that can reshape them over the years they are meant to last.
It is a specialist role because the terrain is its own. Fiduciary taxation, transfer-tax exposure, and multi-generational structuring demand depth that does not come from general practice, and the stakes — to families, to fiduciaries with legal duties — reward getting it right. The role exists to bring that depth to engagements that need it and to keep these structures defensible as the law moves.
Responsibilities
- Advise on the tax positions behind trust and estate structures — at formation, in operation, and as circumstances and law change.
- Build and defend positions on fiduciary income tax and transfer-tax exposure, documenting the analysis to a standard that survives scrutiny.
- Support structuring decisions for high-net-worth families across a multi-generational planning horizon, where today's choice has to hold for years.
- Coordinate with clients' estate attorneys, fiduciaries, and wealth advisors so a structure holds together across the professionals responsible for it.
- Monitor legislative and regulatory change affecting trusts, estates, and transfer taxes, and bring material developments to the families and fiduciaries they affect before they become problems.
- Prepare and review fiduciary returns and the related analysis with the precision the area requires.
- Translate genuinely complex structures into guidance a fiduciary or family member can understand and act on.
What we’re looking for
- Substantial experience in trust, estate, and fiduciary taxation, with direct responsibility for the positions taken.
- CPA or EA, with depth in fiduciary income tax and transfer-tax matters.
- Real command of the technical terrain — the regulatory and structuring knowledge that general tax practice does not supply.
- The judgment to build positions that hold across a long horizon and the discipline to document them defensibly.
- The ability to coordinate with estate attorneys and wealth advisors and hold a multi-party structure together.
- Discretion appropriate to working with families' most sensitive financial circumstances.
- A plus: experience with closely held business interests inside trust and estate structures.
How we work
You own these engagements and stay with them, which matters more here than almost anywhere — trust and estate structures are measured in years, and continuity of advisor is continuity of judgment about a family's situation. The work is not handed down and supervised from a distance; you are the specialist responsible for the position and the relationship both. You coordinate directly with the family's other professionals, with no layer between you and the people whose decisions the structure depends on.
Apply
If the standard fits how you work, write to us.
Send a short, specific note about who you are and the work you do best. There is no long form to complete — a clear note about your background and what you want to do is more useful than a generic application.
Remote — United States. We typically respond within one business day.