Tax Director, Trusts & Estates

Tax Director, Trusts & Estates

Hybrid (Gaithersburg, MD at least 3x per week) Lanigan Ryan is seeking an experienced Tax Director, Trusts & Estates to join our collaborative, people-first team. In this leadership role, you’ll partner with high-net-worth clients to provide thoughtful and comprehensive estate planning, trust taxation, and fiduciary compliance services. You’ll be part of a firm that values initiative, teamwork, and professional growth—where your expertise makes a real difference in the lives of our clients and their families. Lead and review high-level individual, fiduciary, estate, and gift tax returns Lead and review exempt organization filings for family foundations and related charities, including Forms 990, 990-PF, and 990-T, and oversee compliance calendars and state charitable registrations Ensure compliance with multi-state probate, inheritance, estate, and individual income tax statutes and regulations, coordinating filings and requirements across jurisdictions Oversee preparation of estate, trust, and guardianship fiduciary accountings to ensure transparency and accountability in estate and asset management Research federal and state tax laws by situs, prepare technical tax memorandums, and develop innovative tax strategies tailored to the unique needs of clients Provide ongoing consulting and scenario modeling, including multi-year income, estate, gift, generation-skipping transfer, and fiduciary tax projections, estimated tax planning, and distribution strategies for individuals, trusts, estates, and private foundations. Review and analyze estate planning-related legal documents, ensuring that all strategies align with the clients’ goals and legal requirements Manage multiple client engagements (and all aspects of client accounts), fostering trusted, long-term relationships Mentor and coach team members, providing timely, constructive feedback and leadership

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