Job Description
The Tax Manager, Trust and Estate Planning, is responsible for meeting with clients to develop and present strategic estate plans, working closely with partners and associates to manage the estate planning process and deliverables within a dynamic CPA and advisory firm.
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
- Coordinate with clients' attorneys to ensure estate plans are properly executed
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
Competitive compensation
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
Parental Leave coverage for primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on performance
Incentive compensation related to new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
Growth opportunities and professional development
Work with industry leaders and a high-energy, collaborative team
A culture guided by fundamental behaviors ensuring an exceptional experience
Ready to Apply?
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