• Manage a portfolio of trust and estate matters, including estate planning, administration, probate, and litigation • Serve as the primary professional for assigned clients, handling high-value cases and important client relationships • Review and oversee preparation of fiduciary, gift, and estate tax returns • Develop and execute strategies for resolving disputes involving wills, trusts, fiduciary duties, capacity challenges, and asset distribution • Coordinate with attorneys, financial advisors, and other professionals to deliver integrated solutions • Maintain compliance with all relevant legal and tax requirements in applicable jurisdictions • Provide guidance to clients on tax strategy, compliance, and post-tax profit optimization related to estates and trusts • Mentor junior team members to ensure consistent quality and professional development