A DAY IN THE LIFE

A typical day as a Wealth Transition Services Senior Manager might include the following:

• Reviewing United States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706) and state level estate tax returns.
• Working with staff to ensure estate and GST tax returns are completed correctly by required deadlines and under firm processes.
• Interpreting and reviewing various legal documents (Wills, Trusts, and other instruments) in relation to estate and business succession planning (specifically estate tax considerations and the allocation of GST exemption and reporting considerations).
• Technical research on estate, gift and GST tax for internal clients.
• Assisting clients with high net worth or ultra-high net worth.
• Looking at the tax situation of the individual and their estate from various angles to ensure the maximum tax benefit is applied.
• Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience.
• Business development and billing responsibility.
• Assist in preparation of marketing materials and presentation of internal and external webinar trainings.
• Coaching and mentoring staff.

Please refer the Job description for details