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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 2026-10-18
Job specializations:
  • Finance & Banking
    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.

We are seeking a motivated Estate & Gift Tax Senior Manager — Lead Wealth Planning (Hybrid) to join Geffen Mesher in Portland, OR, United States.

This opportunity is part of our work in Finance, Legal.

The advertised compensation is 135..

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Position Requirements
10+ Years work experience
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