Estate & Gift Tax Senior Manager — Lead Wealth Planning (Hybrid)

Posted yesterday

geffen mesherBrooklyn (NY)

Personal Financial Advisors Trust, Fiduciary, and Custody Activities

SENIORITY

Senior

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About the role

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.

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