More jobs:
Tax Strategy Leader, Wealth Transfer & Preservation
Job in
Mandan, Morton County, North Dakota, 58554, USA
Listed on 2026-08-16
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-16
Job specializations:
-
Finance & Banking
Wealth Management, Tax Advisor
Job Description & How to Apply Below
Jobtailor is seeking a Tax Manager – Wealth Transfer & Preservation to advise clients and professional teams on fiduciary income tax and transfer tax matters, and to review fiduciary returns (1041) and related estate/ gift tax filings.
The role emphasizes planning, research, mentoring staff, and coordinating with attorneys, wealth managers, and clients to deliver integrated wealth-transfer solutions and drive practice growth.
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