Wealth Transition Services Tax Manager A typical day as a Wealth Transition Services Tax Manager might include the following: Advising and consulting on the estate planning process to create plans based from the tax perspective on
Essential Duties and Responsibilities: - Supervise a designated team of unit staff - Responsible for the training and development of unit staff - Monitor the activities, schedules, productivity and work product results of the assigned unit -
Essential Duties and Responsibilities: - Collaborate with project managers on various initiatives and projects to track progress and provide support as necessary. - Support leadership in ensuring that the project is delivered to specifications, is on
Essential Duties and Responsibilities: - Complete cost allocation plans for assigned clients. - Obtain contract renewals for multiple clients. - Manage relationships with multiple clients as well as project staff responsible for projects. - Support leadership