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Licensed Estate Planning Manager
A company is looking for a Senior Manager - Estate Planning. Key Responsibilities Lead a team in providing sophisticated trust and estate planning services to high net-worth individuals and business owners Collaborate with various stakeholders to assess company valuations, address succession issues, and implement client plans Deliver accurate and high-quality planning while managing professional relationships and client deliverables 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 managing professional relationships and delivering timely client services Must be located in the US; role is not eligible for sponsorship
A company is looking for a Senior Manager - Estate Planning.
Key Responsibilities
Lead a team in providing sophisticated trust and estate planning services to high net-worth individuals and business owners
Collaborate with various stakeholders to assess company valuations, address succession issues, and implement client plans
Deliver accurate and high-quality planning while managing professional relationships and client deliverables
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 managing professional relationships and delivering timely client services
Must be located in the US; role is not eligible for sponsorship