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Trusts & Estates Tax Director
Trusts & Estates Tax DirectorVirtualVocations • Appleton, Wisconsin, United States
Trusts & Estates Tax Director

Trusts & Estates Tax Director

VirtualVocations • Appleton, Wisconsin, United States
2 days ago
Job type
  • Full-time
Job description

A company is looking for a Trusts & Estates Tax Director with extensive experience in estate and trust tax planning.

Key Responsibilities

Oversee complex estate and trust engagements

Serve as a senior advisor to clients and internal teams

Drive strategic planning initiatives related to wealth transfer and legacy planning

Required Qualifications

10+ years of specialized experience in estate, trust, and high-net-worth individual tax planning and compliance

Deep technical expertise in tax regulations and strategies

Experience managing sophisticated family wealth structures

Exceptional client-relationship skills

Ability to lead and mentor teams in a remote work environment

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Tax Tax • Appleton, Wisconsin, United States

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