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

Overview

This role supports the firm’s Wealth Transition Services practice and involves advising high net worth and ultra-high net worth clients on estate planning and related tax matters.

• Location: All locations in the United States
• Work Arrangement: Remote, Hybrid, or In-office

Responsibilities

• Advise and consult on the estate planning process, creating tax-perspective plans based on cash flow projections, distribution of income, business succession, estate preservation, and estate plan flow.
• Interpret and review legal documents related to estate and business succession planning.
• Provide tax planning and consulting services to high net worth and ultra-high net worth clients.
• Conduct technical research on estate, gift, GST, tax planning, and compliance matters for internal clients.
• Evaluate tax situations for individuals and their estates/trusts from multiple angles to apply maximum tax benefits, with expertise in income taxation of trusts and estates.
• Assist clients with varying levels of estate planning knowledge.
• Manage client relationships internally and externally by proactively seeking solutions that add value to the client experience.
• Own business development and billing responsibilities.
• Assist in preparing marketing materials and support internal and external webinar training content.
• Coach and mentor staff.
• Collaborate with the firm’s Wealth Transition Services team on various projects.

Requirements

• Bachelor’s degree in Accounting.
• Active CPA license, Enrolled Agent license, or JD/LLM (taxation).
• 4–8 years of experience in tax planning and estate planning in public accounting, law firms, or a related field.
• Strong verbal and written communication skills; interact with high net worth and ultra-high net worth clients and speak to groups on wealth transition topics.
• Ability to lead and coordinate large estate/gift/GST tax planning engagements across the firm.
• Proven ability to manage multiple priorities and meet deadlines.
• Experience developing business and networking.

Compensation & Benefits

• Compensation: $105,000–$180,000
• Final compensation decisions depend on factors such as geography, experience, education, skills, and internal equity.

Benefits include:

• Generous paid time off
• Comprehensive medical, dental, and vision insurance
• 401(k) profit sharing
• Life and disability insurance
• Lifestyle spending account
• Certification incentives
• Education assistance
• Referral program

Location & Work Authorization

• Must be authorized to work in the United States now or in the future without visa sponsorship.

Next Steps

If this role is a fit, a recruiter will contact you to schedule a phone interview to discuss career interests and goals.