Private Client Advisory - Tax Manager-estate Planning

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Estate Planning Tax Manager - Private Client Advisory
Duties: Support complex estate planning engagements to meet our clients’ personal, family, and business goals and facilitate the effective transfer of wealth. Research and consult on tax matters, primarily in the federal estate, gift, charitable planning, and generation-skipping tax arenas. Provide technical expertise to complex compliance and planning engagements. Oversee the modeling of estate planning strategies for clients. Provide technical expertise to compliance and planning engagements. Interact closely with the client’s other advisors including other Moss Adams tax and investment professionals, outside attorneys, and other external financial managers. Effectively leverage available technology and other resources to maximize technical application to client deliverables. Ensure that Tax Seniors and Staff are up to date on current tax practices and changes in tax law. Provide both leadership and supervision to Tax Seniors and Staff. Participate in the development of technical content like internal education, webinars, articles, and webcasts within the area(s) of expertise. Continue to develop relationships with clients, centers of influence, and other Moss Adams professionals through networking and business development activities. Active sales team member for new and existing client sales opportunities.

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