CPA Licensed Wealth Transition Manager
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
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
