CPA Licensed Wealth Transition Manager

Job Summary

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

Key Responsibilities

• Review ultra-high net worth 1041s and provide technical guidance on multi-state filings and complex analyses
• Manage client relationships and ensure timely completion of 1041 tax returns
• Assist in business development and prepare marketing materials for client engagement

Required Qualifications

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