CPA Licensed Wealth Transition Manager

Job Summary

A company is looking for a Wealth Transition Services Tax Senior Manager - 1041 Expert, Remote Eligible.

Key Responsibilities

• Review ultra-high net worth 1041s and provide technical guidance on multi-state filings and complex tax implications
• Ensure accurate completion of 1041 tax returns by coordinating with tax staff and managing client relationships
• Conduct technical research on income tax for trusts and estates and assist in business development and marketing efforts

Required Qualifications

• Bachelor's degree in Accounting with an active CPA license, Enrolled Agent license, or JD/LLM (taxation)
• 7+ years of experience in gift, trust, and estate tax in public accounting, law firms, or related fields
• Expertise in Form 1041 with strong research and tax analysis skills
• Experience in business development and networking
• Authorized to work in the United States without visa sponsorship