Job Details

Estate Gift And Trust Tax Manager

Company name

Mountjoy Chilton Medley

Organization Type


Job Type


Date Last Verified

Sep 14,2018

Posted on

Feb 27,2018

Years of Experience

Min 5 yrs required


Louisville, KY
Practice Area
Tax >> Tax - General
Trusts and Estates >> Trusts and Estates
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Estate, Gift and Trust Tax Manager The candidate will report to the Estate, Gift and Trust Director. Will work closely the company's high net worth clients. Oversee the tax compliance related to such work. Work with those dedicated to client projects and assist with specialized research as it relates to the estate and trust planning specialty. This role includes staff mentoring, management and administrative functions. Responsible for this area of practice will work closely with the Estate, Gift and Trust Director and the Tax Team Leader and assist in driving strategic initiatives agreed upon by the service team. Advanced technical skills in a variety of tax areas, along with well‐developed and applied communication, management and supervisory skills are required. Manage and review estate, gift and trust tax compliance work. Assist in developing Estate Planning and Wealth Management strategies for pre and post retirement clients. Advise clients on Estate Planning opportunities. Manage current and potential issues related to tax strategy. Participate as an active member of firm's industry groups to help promote product lines across firm disciplines (manufacturing, construction/real estate, hospitality, controversy, etc.). Act as a resource for tax preparers/specialists and auditing staff on specific tax issues and related questions. Assume client service responsibility where the responsibility is delegated from another team member. Communicate to the appropriate firm personnel important tax developments affecting the firm's clients. Research and analyze trends that may impact estate planning clients. Supervise, develop, and coach team members as assigned. Work to develop responsible, trained staff by assisting in recruiting, performance evaluations, develop training aids and act as a coach in professional development programs. Develop individuals to grow number of practitioners in this specialty area as needed. Maintain knowledge of general economic and political trends and stay abreast of possible tax or other legislation that could affect the business climate. Sustain a strong familiarity with specific issues that arise with wealthy clients and consistently display distinct ability to respond to estate planning or wealth management issues and offer advice to clients on how to proceed upon notice of life change. Work with legal counsel to memorialize client's intent through document production. Work with attorneys as needed to carry out the client's final wishes within the scope of the law, distributing property, paying debts and beginning the estate administration process. Responsible for billing projects and managing tax related accounts receivable for the firm. Set individual goals that support departmental and firm goals. Meet budget constraints and deadlines. Support company's participation in selected professional activities/boards, such as GLI, KY Chamber, Baker Tilly, etc. Perform other duties as assigned. Should have a Bachelor's degree from an accredited college or university. Current and valid license (J.D. or CPA) required. Must have 5+ years of experience in a professional services firm, with a concentration in estate planning services and related compliance work. Series 7 and 66 licensing a plus. Complete assigned CPE or professional development courses as required annually.

Company info

Hiring Coordinator
Mountjoy Chilton Medley
2000 Meidinger Tower
462 South Fourth Street
Louisville, KY 40202

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