Wealth Transition Services Manager - 1041 Expert - Remote Eligible - Fergana City
Only for registered members Fergana City, Uzbekistan
1 month ago
Job summary
A typical day as a Wealth Transition Services Manager might include reviewing ultra-high net worth 1041s, working with tax staff, interpreting legal documents, and assisting clients with tax knowledge.
Responsibilities
- Reviewing ultra-high net worth 1041s and answering technical firmwide 1041 questions
- Working with tax staff to ensure 1041 tax returns are completed correctly
- Interpreting and reviewing various legal documents in relation to estate and business succession planning
- Assisting clients with varied levels of tax knowledge
Qualifications
- Bachelor's degree in Accounting and active CPA license or JD/LLM (taxation)
- 5+ years of experience in gift, trust, and estate tax in public accounting, law firm, or related field
- 1041 expert with superb research and tax abilities
Job description
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