This role is with a direct client of Aprio Talent Solutions.
Role Title: Estate & Trust Manager, Senior Manager, or Partner level *****(Open to any level)
Location: 100% REMOTE -- MUST BE IN TEXAS
Employment Type: Full-Time / Permanent
Client Industry: Public Accounting
Compensation: $130 - $250k + bonus (Comp is dependent on level and experience)
Summary:
Our client, an established full-service public accounting firm with deep roots in Texas, is seeking a senior Estate & Trust Tax professional with a clear path to Partner. This role leads complex tax planning and compliance for high-net-worth individuals, private foundations, and family offices, while managing and developing a team of tax professionals. It is fully remote within the state of Texas.
Why It's Worth Your Time
- Partnership track is explicit — the firm will hire at Manager through Partner level depending on experience.
- Remote within Texas — no relocation, no commute, full flexibility.
- Join an established T&E practice at a firm with a long-standing history and a stable, loyal client base.
- Direct client relationships with high-net-worth individuals, family offices, and private foundations — meaningful, complex work.
- Firm-funded professional development, community involvement support, self-managed PTO, and half-day Fridays seasonally.
What You'll Own
- Develop and execute comprehensive tax strategies for high-net-worth clients focused on wealth transfer and tax minimization.
- Manage and review estate, gift, and trust tax returns for accuracy and full regulatory compliance.
- Advise clients and the firm on evolving tax code changes and their implications for estate and trust matters.
- Structure and oversee private foundation compliance, including all tax requirements.
- Partner with family offices to address tax implications and optimize financial structures.
- Supervise, mentor, and develop a team of tax professionals on complex T&E issues.
- Manage client relationships and expectations across a diverse, multi-generational HNW client base.
Must-Haves
- 10+ years of experience in estate and trust tax planning and compliance.
- Active Texas CPA license.
- Strong knowledge of private foundations and family office structures, including related tax implications.
- Experience managing and reviewing estate, gift, and trust tax returns.
- Proven team leadership and staff development experience.
- Bachelor's degree in Accounting with sufficient accounting hours to meet Texas CPA requirements.
Nice to Have
- Experience advising multi-generational family wealth structures.
- Background in closely held business succession planning.
- Prior involvement in business development or client origination.
