Principal, Trust & Estate Tax for HNW

Principal, Trust & Estate Tax for HNW

holthouse carlin van trigtMonrovia, CA

yesterday

$140,000 per year

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A leading tax advisory firm in California seeks a Manager for their Trust, Estate, and Gift (TEG) tax group. This position involves providing tax advisory services to high-net-worth individuals, developing client relationships, and supervising a team. Ideal candidates have substantial experience in trust and estate taxation, excellent communication skills, and a strong commitment to quality. The role offers a hybrid work model and a competitive salary range from $140,000 to $185,000, depending on experience.

Also on the board Same function, level within a rung

Level

Senior

Salary

$140,000 per year

Location

Monrovia, CA

Occupation

Personal Financial Advisors

Industry

Trust, Fiduciary, and Custody Activities

Posted

yesterday

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