CPA Licensed Tax Manager

Job Summary

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

Key Responsibilities

• Advise on estate planning processes and tax implications for clients
• Provide tax planning and consulting services to high net worth clients
• Manage client relationships and assist in 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
• Ability to lead large tax planning engagements
• Experience in business development and networking
• Authorization to work in the United States without visa sponsorship