Unity Search has been retained by a prominent family office looking to add a Manager, Estate Planning & Trust Administration to their team.
This position will be responsible for assisting with the operation of private trust company, as well as estate planning for family members.
This includes oversight of investments, preparing meeting materials; advising on estate plans; ensuring compliance with tax laws;
and liaising with legal, tax, and other areas in connection with trust and estate planning matters.
Education and Qualifications
- Bachelor’s degree required, Accounting / Finance major preferred
- 5+ years professional tax experience in a large public accounting firm
- CPA certification required
- Strong knowledge of income tax law for individuals, trust and pass-through entities
- Family office / wealth management experience is highly desired
- Excellent presentation and communication skills
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