Montana Licensed 1041 Expert 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 guidance on multi-state filings and complex analyses
• Ensure accurate completion of 1041 tax returns by coordinating with tax staff and managing deadlines
• Interpret legal documents related to estate and business succession planning and conduct technical research on income tax for trusts and estates

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, law firm, or related field
• Expertise in 1041 filings with strong research and tax abilities
• Experience in business development and networking
• Authorization to work in the United States without visa sponsorship