Estate & Gift Tax Senior Manager — Lead Wealth Planning (Hybrid)

geffen mesherBrooklyn, NYyesterday

Occupations

Personal Financial Advisors Tax Preparers Accountants and Auditors

Industries

Trust, Fiduciary, and Custody Activities Trusts, Estates, and Agency Accounts Offices of Certified Public Accountants

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.

Apply now

Level

SeniorL5

Location

Brooklyn, NY

Occupation

Personal Financial Advisors

Industry

Trust, Fiduciary, and Custody Activities

Posted

yesterday

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