Tax Director (Trusts and Estates) at Latitude AI

North Carolina, United States

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Not SpecifiedCompensation

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

Full TimeJob Type

UnknownVisa

Tax Services, Wealth ManagementIndustries

Requirements

8+ years of progressive tax experience with a strong focus on Trusts and Estates
Prior Director-level experience or equivalent leadership responsibility within a tax practice
Extensive knowledge of trust and estate taxation, wealth transfer strategies, and related regulations
Strong leadership, communication, and client-management skills
Ability to manage multiple complex engagements simultaneously

Responsibilities

Lead the Trusts & Estates tax practice, overseeing complex engagements involving trusts, estates, gifts, and high-net-worth individuals
Provide advanced tax planning, compliance, and advisory services related to trust structures, estate strategies, charitable giving, and wealth transfer
Review and approve federal and state trust and estate tax returns, gift tax returns, and related filings
Collaborate with attorneys, financial advisors, fiduciaries, and internal departments on multi-disciplinary planning strategies
Serve as a technical resource for the team on tax law changes, IRS guidance, and best practices within the Trusts & Estates domain
Build and maintain strong relationships with clients by serving as a trusted advisor and ensuring high-quality service delivery
Lead, mentor, and develop tax staff and managers; support training and knowledge-sharing across the department
Assist in business development efforts, including client retention, expanding existing relationships, and identifying new opportunities
Ensure compliance with firm policies, tax regulations, and professional standards

Skills

Trusts and Estates Tax

Gift Tax

Estate Tax Planning

Tax Compliance

High-Net-Worth Tax

Tax Advisory

Client Management

Team Leadership

IRS Guidance

Wealth Transfer Planning

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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