Estate Planning Senior Manager
A company is looking for a Senior Manager - Estate Planning. Key Responsibilities Lead a team in sophisticated trust and estate planning for high net-worth individuals and business owners Collaborate with various stakeholders to determine valuations, conduct cash flow analysis, and address succession issues Serve as a key point of contact for successful client plan implementation and deliver high-quality planning Required Qualifications 10+ years of professional experience in trust, estate planning, probate, and fiduciary matters Experience with passthrough entities, entity selection, and reorganization Understanding of tax reporting requirements and ability to read financial statements and tax returns Demonstrated success in building and managing professional relationships Proficiency with Microsoft Office Suite
A company is looking for a Senior Manager - Estate Planning.
Key Responsibilities
Lead a team in sophisticated trust and estate planning for high net-worth individuals and business owners
Collaborate with various stakeholders to determine valuations, conduct cash flow analysis, and address succession issues
Serve as a key point of contact for successful client plan implementation and deliver high-quality planning
Required Qualifications
10+ years of professional experience in trust, estate planning, probate, and fiduciary matters
Experience with passthrough entities, entity selection, and reorganization
Understanding of tax reporting requirements and ability to read financial statements and tax returns
Demonstrated success in building and managing professional relationships
Proficiency with Microsoft Office Suite
