CPA Licensed Wealth Transition Manager

A company is looking for a Wealth Transition Services Senior Manager - Estate & GST Reviewer.

Key Responsibilities

Review United States Estate and Generation-Skipping Transfer Tax Returns and state level estate tax returns

Interpret and review legal documents related to estate and business succession planning

Manage client relationships and assist with business development and billing responsibilities

Required Qualifications

Bachelor's degree in Accounting and an active CPA license or JD / L.LM. (taxation)

7+ years of experience in gift, trust, and estate tax in public accounting or law firm

Expertise in estate and GST tax provisions and preparation of Federal and State level estate tax returns

Knowledge of allocation rules for GST exemption and reporting considerations

Experience in business development and networking