Remote Jobs in Billings

Overview: Location: All locations in the United States Work Arrangement: Remote A Day in the Life A typical day as a Wealth Transition Services Manager might include the following: • Advising and consulting on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow. • Interpreting and reviewing various legal documents in relation to estate and business succession planning. • Providing tax planning and consulting services to the firm’s high net worth and ultra-high net worth clients. • Technical research on estate, gift, GST, tax planning and compliance matters for internal clients. • Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied. Additionally, you have knowledge and expertise on the income taxation of trusts and estates. • Assisting clients which may have varied le ...