CPA Licensed Wealth Transition Manager
Company: VirtualVocations
Location: Vista
Posted on: May 24, 2025
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Job Description:
A company is looking for a Wealth Transition Services Manager
specializing in Tax & Estate Planning, with remote eligibility.
Key Responsibilities
Advise on estate planning processes and tax implications for high
net worth clients
Interpret legal documents related to estate and business succession
planning
Manage client relationships and assist in business development and
marketing efforts
Required Qualifications
Bachelor's degree in Accounting and an active CPA license or JD/LLM
(taxation)
4-8 years of experience in tax and estate planning within public
accounting or law firms
Experience in leading large estate/gift/GST tax planning
engagements
Authorization to work in the United States without visa
sponsorship
Proven ability to develop business and networking skills
Keywords: VirtualVocations, Santee , CPA Licensed Wealth Transition Manager, Executive , Vista, California
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