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Job Description
The Estate Planning Tax Manager is responsible for meeting with clients to understand their estate planning goals, preparing strategic estate plans and illustrations, and collaborating with tax professionals to manage the estate planning process and deliverables.
Key Responsibilities
- Meet with clients to understand their estate planning goals and objectives
- Prepare strategic estate plans and illustrative documents for client presentation
- Collaborate with tax partners and associates to manage the estate planning process and client deliverables
Requirements
- Meet with clients to address their goals and objectives for family and business estate planning.
- Prepare strategic estate plans and illustrations of the estate plan that can be presented to the client and client’s attorney.
- Work closely with Aprio tax partners and associates to manage the estate planning process and client deliverables.
Benefits & Perks
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9 holidays and discretionary time off structure
Parental Leave coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
Competitive compensation
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