Arizona Licensed Wealth Transition Manager

Job Summary

A company is looking for a Wealth Transition Services Manager - 1041 Expert.

Key Responsibilities

• Review ultra-high net worth 1041s and provide technical support on multi-state filings and complex analyses
• Ensure timely and accurate completion of 1041 tax returns in collaboration with tax staff
• Manage client relationships and assist with business development and marketing efforts

Required Qualifications

• Bachelor's degree in Accounting and an active CPA license or JD/LLM (taxation)
• 5+ years of experience in gift, trust, and estate tax in public accounting or a related field
• Expertise in 1041 tax matters with strong research and analytical abilities
• Experience in business development and networking
• Authorization to work in the United States without visa sponsorship