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Wertz & Associates

Tax Manager: Estate & Trust Advisory (Hybrid)

medina, WA

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About this opportunity

Wertz & Associates lists this Tax Manager: Estate & Trust Advisory (Hybrid) opportunity in medina, Washington. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Wertz & Associates in Medina, Ohio, seeks an experienced Tax Manager to lead advanced tax planning and advisory engagements for high-net-worth individuals, trusts, and closely held businesses. You will mentor staff, manage client engagements, and collaborate with firm leadership to grow the tax practice.

The role emphasizes leadership, client relationship management, and sophisticated tax planning, including estate, gift, and trust taxation, with a hybrid work option in a well-established,

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