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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Litigation - Whistleblower - CFTC
Trusts and Estates
5-7 yrs required
Wealth Transition Services Manager Duties: Working with clients to assist them with the transition of wealth from one generation to the next. Working with staff to ensure individual, estate, and gift tax returns are completed correctly by required deadlines. Coaching and mentoring staff is an everyday part of the job. Delegating responsibilities to the appropriate level. Preparing high-level returns. Working with the national Wealth Transition Services team on various projects. Working with clients to ensure relevant tax-related information is gathered so that an accurate tax return can be prepared. Assisting families which may have varied levels of estate planning knowledge. Looking at the tax situation of the individual and their estate from various angles to ensure the maximum tax benefit is applied. Business development and billing responsibility.
Qualification and Experience
Qualifications: A Bachelor's Degree in Accounting. An active CPA license or law degree (preferred), or significant experience working with wealth transition services. 5-7 years of experience in public accounting, or a related field, working with individual clients. Significant expertise in individual tax, transfer tax and estate planning. Experience with flow-through entities and private foundations. Strong communication skills are necessary, as the Tax Manager will interact with clients at all levels of the income scale, and will speak in front of groups on wealth transition tax topics. Good people management skills. The ability to lead staff and assist with career development. The ability to travel between offices.
Job ID: 2015-2509
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