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Wealth Management

Remote Estate & GST Wealth Transition Senior Manager

Remote / Online - Candidates ideally in
Fargo, Cass County, North Dakota, 58126, USA
Listing for: Colorado Railroad Museum
Remote/Work from Home position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A renowned financial services firm seeks a Wealth Transition Services Senior Manager to oversee estate and GST tax processes. The role requires strong communication and extensive experience in tax law and client management. Candidates should hold a Bachelor's degree in Accounting, a CPA license or JD/L.LM., and have over 7 years of relevant experience. The position supports high net worth clients, ensuring compliance and delivering strategic direction on tax implications.
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Position Requirements
10+ Years work experience
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