Private Client Advisory - Tax Senior Manager - Estate Planning

Profile

Private Client Advisory - Tax Senior Manager - Estate Planning

Duties: Guide clients through complex estate planning scenarios to meet their 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 quality control reviews of tax returns within area(s) of expertise. Determine appropriate tax objectives, scope and methodology and actively participate in decision making with clients to understand the broader impact of current decisions on their overall estate plan. Interact closely with client’s other advisors including other Moss Adams professionals, outside attorneys, and other external financial managers. Serve as the primary engagement manager with economic responsibilities for billing, realization, and collections. Effectively leverage available technology and other resources to maximize technical application to client deliverables and other projects, and holds the engagement team to the same standard. Evaluate skills and develop Managers, Seniors and Staff in client engagement management and technical expertise in federal estate, gift, charitable planning, and generational skipping tax arenas. Lead or participate in the development of technical content like internal education, webinars, articles, and webcasts within area(s) of expertise. Develop and execute a business plan which includes networking, new client development and client expansion activities. Active sales team member or pursuit leader for new and existing client sales opportunities.

Additional Information

Job Number: 24088

Company info

Moss Adams LLP.
9665 Granite Ridge Drive Suite 600
San Diego
California
United States 92123
Website : http://www.mossadams.com/