Estate & Gift Tax Senior Manager — Lead Wealth Planning (Hybrid)
Estate & Gift Tax Senior Manager — Lead Wealth Planning (Hybrid)
geffen mesherBrooklyn, NY
yesterday
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsOffices of Certified Public Accountants
Apply for this role →Geffen Mesher in Portland, OR seeks a Tax Senior Manager to lead the Estate & Trust team. You will identify and implement estate, gift, and trust tax planning strategies to minimize transfer taxes and optimize wealth distribution for high-net-worth clients while mentoring staff.
This role offers hybrid work, competitive compensation, and comprehensive benefits. CPA required or in progress; 7+ years fiduciary preparation experience; strong communication and MS Office skills.
Also on the board Same function, level within a rung
Level
Senior
Location
Brooklyn, NY
Occupation
Personal Financial Advisors
Industry
Trust, Fiduciary, and Custody Activities
Posted
yesterday