CPA Tax Manager

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

Key Responsibilities

Advise on estate planning processes and tax implications for high net worth clients

Interpret 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 with an active CPA license or JD / LLM (taxation)

4-8 years of experience in tax and estate planning in public accounting or law firms

Experience in leading large tax planning engagements

Proven ability to develop business and network effectively

Authorization to work in the United States without visa sponsorship