Wealth Transition Services Manager - Tax & Estate Planning - Remote Eligible:
- Job title: Wealth Transition Services Manager - Tax & Estate Planning - Remote Eligible
- Salary range: $95,000-$160,000 per year
- Location: Remote eligible, with offices in Billings, Montana; Denver, Colorado; Fargo, North Dakota; Irvine, California; Minneapolis, Minnesota; and Phoenix, Arizona
- Type: Full-time, remote/hybrid/in-office
- Experience: 4-8 years in tax planning and estate planning in public accounting, law firms, or a related field
- Education: Bachelor's degree in Accounting and active CPA license or JD/LLM (taxation)
- Company: **MEMBERS ONLY**SIGN UP NOW***., one of the top 25 CPA and business advisory firms in the nation
About **MEMBERS ONLY**SIGN UP NOW***.:
- Founded in 1917
- Over 41 offices in 15 states across the Midwest and western United States
- Culture focused on collaboration, innovation, and work/life balance
- Encourages employee growth and development through programs like EB Xchange
- Actively involved in communities through charitable donations and volunteer opportunities
- Offers a professional and fun work environment with frequent free lunches, snacks, and social events
Job Description:
- Provide tax planning and consulting services to high net worth and ultra-high net worth clients
- Advise and consult on estate planning process, including cash flow projections, business succession, and estate preservation
- Interpret and review legal documents related to estate and business succession planning
- Conduct technical research on estate, gift, GST, tax planning, and compliance matters
- Manage client relationships and seek solutions to add value to client experience
- Assist in preparation of marketing materials and present internal and external webinar trainings
- Coach and mentor staff
- Collaborate with firm's Wealth Transition Services team on various projects
Typical Day in the Life:
- Advise and consult on estate planning process
- Interpret and review legal documents
- Provide tax planning and consulting services
- Conduct technical research
- Manage client relationships
- Assist in preparation of marketing materials and present webinars
- Coach and mentor staff
- Collaborate with firm's Wealth Transition Services team
Qualifications:
- Bachelor's degree in Accounting and active CPA 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
- Excellent verbal and written communication skills
- Able to lead and coordinate large tax planning engagements
- Strong multitasking abilities
- Experience in business development and networking
Benefits and Compensation:
- Competitive and equitable pay
- 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
What to Expect Next:
- Phone interview with recruiter
- Check out **MEMBERS ONLY**SIGN UP NOW***. on social media and their About Us page
- Affirmative action/equal opportunity employer
Wealth Transition Services Manager - Tax & Estate Planning - Remote Eligible - H1
H1: Wealth Transition Services Manager - Tax & Estate Planning - Remote Eligible
H2: About **MEMBERS ONLY**SIGN UP NOW***.
H2: Job Description
H2: Typical Day in the Life
H2: Qualifications
H2: Benefits and Compensation
H2: What to Expect Next
