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Tax Senior Manager, Estate & Trust

Geffen Mesher & Company • Portland, OR, US • published 2026-09-24 16:04:07.170675

Description

Description: We are seeking a Tax Senior Manager for our Estate \& Trust team. This role will lead this service line and assist clients firm wide in identifying, developing, and implementing estate, gift \& trust tax planning strategies designed to minimize transfer taxes, and maximize wealth accumulation and equitable asset distribution to heirs. You’ll help business leaders look around corners, go beyond the numbers, do something different by developing rapport with clients and making a difference. Whether you intend to specialize or would rather gain exposure across many service lines, you won’t be limited at Geffen Mesher. We’ll encourage you to explore diverse opportunities to find your focus and thrive in your chosen career. **What you’ll be doing** * Analyze estate planning documents including wills, codicils, and trust instruments. * Prepare and review gift tax returns, especially related to the formation of insurance trusts, marital trusts, charitable lead trusts, and charitable remainder trusts. * Preparation of fiduciary accounting. * Client management and liaison with estate attorneys. * Engage in special projects related to client matters involving tax accounting, cons...

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