Register free for worksheets, guides, and on-demand coaching to support your job search.
CPA Licensed Wealth Transition Manager
Job Summary
A company is looking for a Wealth Transition Services 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 assist in business development and marketing efforts
Required Qualifications
- Bachelor's degree in Accounting and an active CPA license or JD/LLM (taxation)
- 4-8 years of experience in tax and estate planning within public accounting or law firms
- Experience in leading large estate/gift/GST tax planning engagements
- Authorization to work in the United States without visa sponsorship
- Proven ability to develop business and networking skills
Create a free account to begin your remote job search with our expert-vetted listings, resume tips, and career tools.
COMPLETE JOB DESCRIPTION
The job description is available to subscribers. Subscribe today to get the full benefits of a premium membership with Virtual Vocations. We offer the largest remote database online...
Company Overview
Company Company Name
Headquarters Headquarters
Founded Founded
Website
Wikipedia Wikipedia URL
BBB URL BBB URL
The company description is available to subscribers. Subscribe today to get the full benefits of a premium membership with Virtual Vocations. We offer the largest remote database online...
Register free for worksheets, guides, and on-demand coaching to support your job search.
