Tax Manager - Wealth Transfer & Preservation
Dickinsononsitemanager
Posted 2w ago · via Workable
About this role
Tax Manager – Wealth Transfer & Preservation serves as a trusted advisor to clients and their professional advisory teams on fiduciary income tax and transfer tax matters. This role provides technical leadership in trust and estate taxation, including fiduciary income tax compliance and planning, estate/gift and generation-skipping transfer tax reporting and planning. This individual will work closely with internal tax professionals, attorneys, wealth managers, trust officers, executors, trustees, and beneficiaries to deliver timely, accurate, and tax-efficient solutions.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
This role is manager-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Dickinson. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
teams
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