Montana Licensed Wealth Transition Manager

Job Summary

A company is looking for a Wealth Transition Services Manager specializing in Tax & Estate Planning.

Key Responsibilities

• Advise on estate planning processes and provide tax planning services for high net worth clients
• Interpret and review legal documents related to estate and business succession planning
• Manage client relationships and assist in business development and marketing efforts

Required Qualifications

• Bachelor's degree in Accounting and an active CPA license or JD/LLM (taxation)
• 4-8 years of experience in tax planning and estate planning in public accounting or law firms
• Experience in leading large estate/gift/GST tax planning engagements
• Proven ability to develop business and network effectively
• Must be authorized to work in the United States without visa sponsorship