Trust and Estate Manager Job at The Swanson Group, Westbrook, ME

  • The Swanson Group
  • Westbrook, ME

Job Description

The Swanson Group, a Maine-based CPA and advisory firm, seeks a Trust and Estate Manager to lead complex trust, estate, and gift engagements. You will manage a portfolio of high-net-worth individuals, families, and closely held businesses, overseeing planning, compliance, and reporting. Responsibilities include reviewing estate and fiduciary tax returns, coordinating with attorneys and financial advisors, conducting technical research, and presenting strategic recommendations. You’ll mentor staff, contribute to process improvements, and support business development in a collaborative, learning-focused culture.

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