Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible

Location: All locations in the United States

Work Arrangement: Remote, Hybrid, or In-office

A Day in the Life

A typical day as a Wealth Transition Services Tax Manager might include the following:

• Advising and consulting on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow.
• Interpreting and reviewing various legal documents in relation to estate and business succession planning.
• Providing tax planning and consulting services to the firm's high net worth and ultra-high net worth clients.
• Technical research on estate, gift, GST, tax planning and compliance matters for internal clients.
• Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the max...

Ready to Apply?

Submit your application today and join our talented team at Eide Bailly.