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Tax Director - Trusts and Estate (Remote)

Tax Director - Trusts and Estate (Remote)

LatitudeProvo, UT, US
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Tax Director - Trusts and Estate (Remote).The Tax Director Trusts & Estates will lead our firm's fiduciary and estate tax practice, overseeing the delivery of complex tax compliance and planning e...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Project Analyst

Project Analyst

JLM Strategic Talent PartnersProvo, UT, US
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Who Is JLM Strategic Talent Partners & What Is Our Role : .We partner with National & International prime contractors to provide them with qualified talent they can trust. We accomplish this by sourci...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Financial Analyst

Financial Analyst

EvoliatestLindon, UT, United States
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Our mission is simple : we want to set people free to do meaningful work.People love our software and it turns out that people love working here too. We've been recognized as a "Best Company to Work...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
Certified Real Estate Appraiser

Certified Real Estate Appraiser

Impact Valuation Group, LLCProvo, UT, US
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Impact Valuation Group is growing its team nation wide.As a company, we offer Certified Residential Appraisers the opportunity to become part of a team that allows them to focus on what they love d...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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PMO Analyst

PMO Analyst

Cushman & WakefieldProvo, UT, US
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Responsible for the project management office activities supporting a financial client, including process development, change management, roll-out to execution teams, and providing data analysis an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Real Estate Showing Agent

Real Estate Showing Agent

ShowamiProvo, Utah, United States
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Showami is a service that licensed real estate agents use to earn money by assisting with buyer and rental showings, light inspection reports, Open Houses and other real estate tasks.We are seeking...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Real Estate Buyer’S Sales Specialist

Real Estate Buyer’S Sales Specialist

RE / MAX Associates - The Luke Kochniuk Real Estate TeamPleasant Grove, UT, US
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We are looking for a motivated buyer’s agent who is passionate about making the home buying experience great.You will contact pre-qualified leads, show properties, facilitate the negotiation proces...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
IT Analyst

IT Analyst

QualtricsProvo, Utah, USA
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At Qualtrics we create software the worlds best brands use to deliver exceptional frontline experiences build high-performing teams and design products people love. But we are more than a platformwe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Underwriting Analyst

Underwriting Analyst

Fidelity & Guaranty Life Insurance CompanyProvo, UT, US
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The Underwriting Analyst will have responsibility to design and implement automated underwriting rules and guidelines that are necessary to support the sales and profitability of life product portf...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Operations Analyst

Operations Analyst

DispelProvo, UT, US
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We're looking for an Analyst to join our team and grow with us.This is a unique opportunity to learn 1 : 1 with our founders and senior leaders, gaining direct insight into how a high-growth company ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Acquisitions Analyst

Acquisitions Analyst

Havenpark CommunitiesOrem, UT, US
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Havenpark Communities was founded on the mission of creating caring communities for both our residents and employees.Havenpark has a portfolio of 80+ communities and more than 25,000 homesites thro...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Valuations Analyst

Valuations Analyst

House Buyers of AmericaProvo, UT, US
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House Buyers of America is looking for a 100% remote Valuations Analyst (VA) who will be responsible for valuing prospective deals and determining a scope of work for properties we acquire.The VA m...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Business Analyst

Business Analyst

Aditi ConsultingProvo, UT, US
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Responsibilities : Support Strategic Resilience Initiatives : Assist in the execution of cross-discipline projects that enhance resilience, including crisis management, business continuity, and emplo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Real Estate Agent - Provo

Real Estate Agent - Provo

RedfinProvo, UT, US
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Join Redfin's Top-Producing Real Estate Agents.Join the ranks of Redfin's top-producing real estate agents by joining an agent team or individually, and get the best of both worlds : highly competit...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Job Outsourced Controller - Real Estate Industry Clients

Job Outsourced Controller - Real Estate Industry Clients

WipfliProvo, UT, US
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Our people are core to everything we dothe catalyst behind our ability to create exceptional impact and extraordinary results. We encourage each individual to follow their own path.People truly matt...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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BSA Compliance Analyst

BSA Compliance Analyst

Capital Community BankPleasant Grove, UT, United States
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The BSA Compliance Analyst will be responsible for ensuring the organization's adherence to the Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) regulations. This position is suited for a deta...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Real Estate Agent - Salt Lake City

Real Estate Agent - Salt Lake City

Redfin CorporationProvo,UT
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Join the ranks of Redfin’s top-producing real estate agents by joining an agent team or individually, and get the best of both worlds : highly competitive commissions coupled with Redfin.Maximize yo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Tax Supervisor | Estate and Trust

Tax Supervisor | Estate and Trust

BoulayProvo, UT, US
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Job Title : Estate And Trust Tax Supervisor.We are currently seeking a talented, enthusiastic Tax Supervisor to join our Estate and Trust Tax team. The Estate and Trust Supervisor is responsible for ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Tax Director - Trusts and Estate (Remote)

Tax Director - Trusts and Estate (Remote)

LatitudeProvo, UT, US
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Tax Director - Trusts and Estate (Remote)

The Tax Director Trusts & Estates will lead our firm's fiduciary and estate tax practice, overseeing the delivery of complex tax compliance and planning engagements for trusts, estates, and high-net-worth individuals. This leader will serve as a key technical resource, mentor team members, and work directly with clients, attorneys, and financial advisors to provide strategic estate and wealth transfer planning solutions.

Responsibilities :

  • Oversee the preparation and review of fiduciary (Form 1041), estate (Form 706), gift (Form 709), and related individual income tax returns.
  • Provide strategic estate, gift, and trust tax planning, including wealth transfer, charitable giving, and generational planning.
  • Partner with attorneys, financial advisors, and family offices to implement integrated tax and estate strategies.
  • Manage client relationships, ensuring exceptional service, timely communication, and proactive tax insights.
  • Supervise and mentor staff and managers, fostering professional growth and technical development.
  • Monitor legislative and regulatory changes affecting trusts and estates; advise clients and firm leadership accordingly.
  • Contribute to business development by expanding existing client relationships and assisting with new client proposals.
  • Maintain a high level of technical proficiency and contribute to the firm's thought leadership in the trust and estate space.

Requirements :

  • CPA license required
  • 10+ years of progressive experience in public accounting or a trust / wealth management environment, with a strong focus on trust and estate taxation.
  • Proven experience managing complex client engagements and multiple priorities in a fast-paced professional services environment.
  • Strong leadership, mentoring, and team development skills.
  • Excellent communication skills, with the ability to explain complex tax concepts clearly to clients and staff.
  • Commitment to maintaining the highest standards of ethics, professionalism, and client confidentiality.