Trust and Estate Manager Job at The Swanson Group, Westbrook, ME

  • The Swanson Group
  • Westbrook, ME

Job Description

The Swanson Group, a Maine-based CPA and advisory firm, seeks a Trust and Estate Manager to lead complex trust, estate, and gift engagements. You will manage a portfolio of high-net-worth individuals, families, and closely held businesses, overseeing planning, compliance, and reporting. Responsibilities include reviewing estate and fiduciary tax returns, coordinating with attorneys and financial advisors, conducting technical research, and presenting strategic recommendations. You’ll mentor staff, contribute to process improvements, and support business development in a collaborative, learning-focused culture.

Job Tags

Similar Jobs

Bay Mills Indian Community

Spa Massage Therapist Job at Bay Mills Indian Community

 ...SUMMARY: Under the direction of the Spa Director, the Spa Massage Therapist is responsible for providing professional massage and body...  ...State license. 2. Must have one to three years of experience in a Spa related position. 3. Excellent communication... 

Drama Kids - Columbus, GA

After School Children's Drama Teacher Job at Drama Kids - Columbus, GA

 ...is a part-time position in Columbus, GA/ Phenix City, AL. Teachers must be available between 2 p.m. and 5 p.m. Monday - Friday. Drama Kids is a Creative Drama & Literacy Enrichment Program where kids Act Up with a purpose! We work with our students' imagination and... 

Shannon Health

Surgical Tech I Job at Shannon Health

 ...Surgical Technologist Explore Career Opportunities at Shannon Medical Center - Where Compassion Meets Excellence Shannon Medical Center is seeking dedicated and compassionate professionals to join our team in providing exceptional healthcare to the San Angelo... 

Astro Logistics LLC

Non CDL Amazon DSP Delivery Driver Job at Astro Logistics LLC

 ...Description Astro Logistics, LLC is a leading Amazon Delivery Service Partner (DSP) based in...  ...no prior experience required - we provide full paid training and a company cargo van, so...  ...- 401(k) with company matching and paid time off - Annual $120 shoe voucher - Paid... 

The Blood Connection

Hospital Services Delivery Driver Job at The Blood Connection

 ...Join Our Team At The Blood Connection At The Blood Connection, every role plays a part in saving lives. Join our team and help make...  ...Blood Connection to transfusion facilities. Responsible for delivery of raw materials from satellite centers and mobile collection sites...