Director of Trusts & Estates (Tax Director) at Latitude AI

Gaithersburg, Maryland, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Public Accounting, Tax Services, Trusts & EstatesIndustries

Requirements

CPA REQUIRED
10+ years of experience specializing in estates and trusts taxation and compliance
Deep understanding of federal and multi-state tax laws impacting estates, trusts, and high-net-worth individuals
Proven ability to manage complex client engagements and deliver exceptional client service
Strong leadership, analytical, and communication skills

Responsibilities

Direct and review the preparation of complex individual, fiduciary, estate, and gift tax returns
Oversee compliance and reporting for family foundations and charitable entities, including the preparation and review of Forms 990, 990-PF, and 990-T
Ensure adherence to multi-state probate, inheritance, estate, and income tax regulations, coordinating filings across applicable jurisdictions
Supervise the preparation of fiduciary accountings for estates, trusts, and guardianships to maintain accuracy, transparency, and accountability
Conduct in-depth research on federal and state tax laws, drafting technical memoranda and developing customized tax strategies for clients
Provide strategic tax consulting and modeling, including multi-year income, estate, gift, generation-skipping transfer, and fiduciary tax projections
Analyze and interpret estate planning and legal documents to ensure strategies align with client objectives and regulatory requirements
Manage multiple client engagements simultaneously, cultivating strong, enduring relationships through exceptional client service
Bi-annual travel to Maryland for in-person team meetings
Lead, mentor, and develop team members by offering guidance, feedback, and opportunities for professional advancement
Support business development initiatives through client networking, public speaking, and the creation of thought leadership content

Skills

CPA

Trust Taxation

Estate Tax Returns

Gift Tax Returns

Fiduciary Accounting

Forms 990

990-PF

990-T

Multi-State Tax Compliance

Tax Research

Estate Planning

Tax Projections

Generation-Skipping Transfer Tax

Latitude AI

Develops automated driving technologies for vehicles

About Latitude AI

Latitude AI develops automated driving technologies aimed at enhancing the driving experience. Their primary product is a hands-free, eyes-off driver assist system designed for next-generation Ford vehicles. This system allows drivers to engage in other activities while the vehicle manages driving tasks, thereby making driving safer and less stressful. Latitude AI stands out from competitors by combining the agility of a startup with the manufacturing capabilities of Ford, enabling rapid development and integration of advanced technologies into vehicles. The company's goal is to redefine how people interact with their cars, improving safety and providing drivers with more free time during their journeys.

Pittsburgh, PennsylvaniaHeadquarters

2022Year Founded

VENTURE_UNKNOWNCompany Stage

Robotics & Automation, Automotive & TransportationIndustries

201-500Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Health Savings Account/Flexible Spending Account

401(k) Retirement Plan

401(k) Company Match

Paid Parental Leave

Paid Medical Leave

Unlimited Paid Time Off

Paid Holidays

Monthly Wellness Stipend

Professional Development Budget

Mental Health Support

Employee Discounts

Adoption Assistance

Backup Child and Elder Care Program

Pre-tax Commuter Benefits

Employer-paid Group Term Life Insurance

Risks

Competition from tech giants like Tesla and Google may impact market share.

Continuous updates needed due to rapid AI advancements could be costly.

Consumer skepticism and regulatory hurdles may slow technology adoption.

Differentiation

Latitude AI combines startup agility with Ford's manufacturing excellence.

Focuses on hands-free, eyes-off driver assist systems for Ford vehicles.

Operates independently while serving millions of Ford customers.

Upsides

Increased investment in AI-driven automotive technologies boosts sensor fusion advancements.

V2X communication technologies enhance vehicle interaction with the environment.

Edge computing enables real-time data processing, improving automated driving performance.

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