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Estate & Gift Tax Senior Manager — Lead Wealth Planning; Hybrid

Job in Portland, Multnomah County, Oregon, 97204, USA
Listing for: Geffen Mesher
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 135000 - 200000 USD Yearly USD 135000.00 200000.00 YEAR
Job Description & How to Apply Below
Position: Estate & Gift Tax Senior Manager — Lead Wealth Planning (Hybrid)

Geffen Mesher in Portland, OR seeks a Tax Senior Manager to lead the Estate & Trust team. You will identify and implement estate, gift, and trust tax planning strategies to minimize transfer taxes and optimize wealth distribution for high-net-worth clients while mentoring staff.

This role offers hybrid work, competitive compensation, and comprehensive benefits. CPA required or in progress; 7+ years fiduciary preparation experience; strong communication and MS Office skills.

Step into the Estate & Gift Tax Senior Manager — Lead Wealth Planning (Hybrid) role at Geffen Mesher in Portland, OR, United States and grow with us.

Our organisation is growing, and we are hiring a Estate & Gift Tax Senior Manager — Lead Wealth Planning (Hybrid) in Portland, OR, United States.

This role is for the Estate & Gift Tax Senior Manager — Lead Wealth Planning (Hybrid) role at Geffen Mesher.

Position Requirements
10+ Years work experience
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