Estate Planning Senior Manager
Company: VirtualVocations
Location: Vista
Posted on: May 5, 2025
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Job Description:
A company is looking for a Senior Manager - Estate Planning.
Key Responsibilities
Lead a team in sophisticated trust and estate planning for high
net-worth individuals and business owners
Collaborate with various stakeholders to determine valuations,
conduct cash flow analysis, and address succession issues
Serve as a key point of contact for successful client plan
implementation and deliver high-quality planning
Required Qualifications
10+ years of professional experience in trust, estate planning,
probate, and fiduciary matters
Experience with passthrough entities, entity selection, and
reorganization
Understanding of tax reporting requirements and ability to read
financial statements and tax returns
Demonstrated success in building and managing professional
relationships
Proficiency with Microsoft Office Suite
Keywords: VirtualVocations, Poway , Estate Planning Senior Manager, Executive , Vista, California
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