CPA Licensed Tax Manager

Job Summary

A company is looking for a Wealth Transition Services Tax Manager specializing in Tax & Estate Planning, with remote eligibility.

Key Responsibilities

• Advise on estate planning processes and tax implications for high net worth clients
• Interpret legal documents related to estate and business succession planning
• Manage client relationships and contribute to business development efforts

Required Qualifications

• Bachelor's degree in Accounting and an active CPA license, Enrolled Agent license, or JD/LLM (taxation)
• 4-8 years of experience in tax planning and estate planning in public accounting, law firms, or a related field
• Experience in leading large estate/gift/GST tax planning engagements
• Proven ability in business development and networking
• Must be authorized to work in the United States without visa sponsorship