Tax Director - Trusts and Estate (Remote) at Latitude AI

Washington, District of Columbia, United States

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$180,000 – $210,000Compensation

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

Full TimeJob Type

UnknownVisa

Accounting, Tax, Wealth ManagementIndustries

Requirements

CPA license required
10+ years of progressive experience in public accounting or a trust/wealth management environment, with a strong focus on trust and estate taxation
Proven experience managing complex client engagements and multiple priorities in a fast-paced professional services environment
Strong leadership, mentoring, and team development skills
Excellent communication skills, with the ability to explain complex tax concepts clearly to clients and staff
Commitment to maintaining the highest standards of ethics, professionalism, and client confidentiality

Responsibilities

Oversee the preparation and review of fiduciary (Form 1041), estate (Form 706), gift (Form 709), and related individual income tax returns
Provide strategic estate, gift, and trust tax planning, including wealth transfer, charitable giving, and generational planning
Partner with attorneys, financial advisors, and family offices to implement integrated tax and estate strategies
Manage client relationships, ensuring exceptional service, timely communication, and proactive tax insights
Supervise and mentor staff and managers, fostering professional growth and technical development
Monitor legislative and regulatory changes affecting trusts and estates; advise clients and firm leadership accordingly
Contribute to business development by expanding existing client relationships and assisting with new client proposals
Maintain a high level of technical proficiency and contribute to the firm’s thought leadership in the trust and estate space

Skills

Key technologies and capabilities for this role

CPAForm 1041Form 706Form 709Fiduciary TaxEstate TaxGift TaxTrust Tax PlanningWealth Transfer PlanningCharitable GivingRegulatory MonitoringClient Relationship ManagementTeam MentoringBusiness Development

Questions & Answers

Common questions about this position

What is the salary range for the Tax Director role?

The salary range is $180,000 - $210,000 per year, plus bonus, equity, and benefits.

Is this Tax Director position remote?

Yes, the position is remote.

What are the key requirements for this role?

A CPA license is required, along with 10+ years of progressive experience in public accounting or trust/wealth management focused on trust and estate taxation, proven experience managing complex client engagements, and strong leadership and communication skills.

What leadership responsibilities does this role involve?

The role includes supervising and mentoring staff and managers, fostering professional growth, and serving as a key technical resource.

What makes a strong candidate for this Tax Director position?

Strong candidates will have a CPA license, 10+ years of experience in trust and estate taxation, proven leadership in managing complex engagements, and excellent communication skills for client relationships and mentoring.

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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