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Tax, Estate & Trust Manager
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- We provide a full suite of professional services, including Accounting, Assurance, Business Consulting, Business Valuation, Data and Analytics, Litigation Support, Family Office, Transaction Services, and full-service Tax planning, spanning several industries.
- Analyze estate planning documents including wills, codicils, and trust instruments.
- Five or more years' fiduciary preparation experience, preferably with a certified public accounting firm.
- Certified Public Accountant (CPA) or in the process of becoming one.
- Strong background in working with high-net worth individuals, family organizations, and closely held entities in the estate, trust, and gift tax arena.
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