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Trust & Estates Tax Manager — High-Net-Worth Advisory
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-09-02
Listing for:
Wertz & Associates
Full Time
position Listed on 2026-09-02
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Wertz & Associates is seeking a Trust & Estates Tax Manager to lead fiduciary, estate, gift, and high-net-worth taxation matters for wealthy clients. This advisory-focused role emphasizes strategic planning over compliance, with collaboration among attorneys, wealth managers, and family offices.
The position offers a base salary of $140,000–$190,000 with performance bonuses, hybrid flex, and opportunities to grow into a trusted advisor and subject-matter expert within a collaborative firm.
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