Licensed Estate Planning Manager
Company: VirtualVocations
Location: West Covina
Posted on: April 6, 2025
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Job Description:
A company is looking for a Senior Manager - Estate Planning.
Key Responsibilities
Lead a team in providing sophisticated trust and estate planning
services to high net-worth individuals and business owners
Collaborate with various stakeholders to assess company valuations,
address succession issues, and implement client plans
Deliver accurate and high-quality planning while managing
professional relationships and client deliverables
Required Qualifications
10+ years of professional experience in trust, estate planning,
probate, and fiduciary matters
Experience with passthrough entities, entity selection, and
reorganization
Understanding of tax reporting requirements and ability to read
financial statements and tax returns
Demonstrated success in managing professional relationships and
delivering timely client services
Must be located in the US; role is not eligible for sponsorship
Keywords: VirtualVocations, Mission Viejo , Licensed Estate Planning Manager, Executive , West Covina, California
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