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Estate and Gift Tax Advisor - Irvine CA - Private Wealth Management Firm

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Job #: 15896
Status: Inactive / Filled
Title: Estate and Gift Tax Advisor - Irvine CA - Private Wealth Management Firm
Job Location: CA-Long Beach
West Coast/Northwest (CA, OR, WA, AK & HI)
Job Categories: Wealth Management - Trust Tax
Industries: None
Base Compensation:
Low: $95,000       High: $120,000
Total Compensation:
Low: $105,000       High: $140,000
Bonus, Incentives, etc.: Competitive compensation package including attractive base salary plus bonus
Benefits: Above average benefits
Overnight Travel: None Listed
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
Why is This a Great Opportunity?
Estate and Gift Tax Advisor - Irvine CA - Top Tier Private Wealth Management Firm. 1mm - 100mm clientele. ~no billable hours ~not a public accounting firm
Job Description:
Review complicated personal trust documents, as well as gift and estate tax returns. Leadership level opportunity. Excellent career growth potential.
Mandatory Minimum Qualifications - Must Have: 5 years estate and gift tax compliance background in addition to the ability to review trust documents.
Preferred Qualifications: JD or CPA
Education: Bachelor's
Certifications: None
Licenses: None
Total Years of Experience: 5-6+
Years of Experience in Present Position: 1-2+
First Name:
Last Name:
E-mail Address:


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