Senior Manager - Estate Planning

Pinion; Fresno (CA); Remote; USD 125,000 - 200,000; Full time

Job summary

An established industry player is seeking a Senior Manager for Estate Planning to support high net-worth clients. This role involves leading a team to address complex estate planning needs, collaborating with various stakeholders, and ensuring high-quality planning. The ideal candidate will have over 10 years of experience in trust and estate matters, strong communication skills, and the ability to interpret financial documents. With a competitive salary and flexible work arrangements, this position offers a unique opportunity to make a significant impact in clients' lives while advancing your career.

Benefits

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k

Flexible work arrangements

Paid leave

Qualifications

• 10+ years in trust, estate planning, probate, and fiduciary matters.
• Proficient in cash flow planning and tax reporting requirements.

Responsibilities

• Lead a team in sophisticated trust and estate planning.
• Collaborate with diverse business owners on estate plans.

Skills

Trust and estate planning

Relationship management

Communication skills

Financial statement interpretation

Microsoft Office Suite

Education

Juris Doctorate

Job description

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About the role

Are you passionate about supporting high net-worth individuals and business owners with their estate planning needs? If so, Pinion is looking for an experienced estate planning consultant to join our estate, gift, and trust team. This could be the perfect opportunity for you.

At Pinion, our mission is to have impact and make a difference in the lives of our people, clients, and the world we live in. As a specialized consulting firm, we bring an unprecedented level of resources, innovations, and solutions on a global scale. Like a pinion gear system that drives motion, we provide powerful strategies and thought leadership that propels business and legacy forward.

What You'll Be Doing

As a Senior Manager on our Next Gen team, you will serve clients at a high level and lead a team through sophisticated trust and estate planning needs. This is more than basic estate planning - it involves working with stakeholders including outside attorneys, the client, and other professionals to determine valuation of companies, deed research, cash flow analysis, real estate, mineral interests, entity formation, addressing succession issues, and serving as a key point of contact for all necessary client plan implementation.

Collaborate with leaders across the firm to deliver accurate and high-quality planning. You’ll work with a diverse group of business owners from various industries to implement estate plans and work on entity reorganization.

Minimum Requirements

• 10+ years of experience in trust, estate planning, probate, and fiduciary matters
• Technical skills including experience with passthrough entities, entity selection and reorganization, transaction modeling, cash flow planning, and understanding tax reporting requirements
• Ability to interpret financial statements and legal documents
• Strong relationship management and communication skills
• Proficiency with Microsoft Office Suite
• Must be located in the US and not eligible for sponsorship

Preferred Skills and Experience

• Juris Doctorate with M&A experience and contract drafting
• Experience with estate and trust compliance returns
• Knowledge of partnership and S corporation issues, reorganizations, mergers, asset transfers, and transition planning

Benefits and Compensation

Remote, hybrid, or in-office work environment. Path to Principal/Owner. Competitive pay ($125,000 to $200,000), benefits including health, dental, vision, life, disability insurance, 401k, holidays, flexible work arrangements, and paid leave.

Additional Details

This position is US-Remote Eligible, with occasional office work or offsite attendance. Must live in a state where Pinion has a registered entity. Application deadline: 5/16/2025.

Equal Opportunity Employer

Pinion is committed to diversity and inclusion. All qualified applicants will receive consideration without regard to race, color, religion, sex, or other protected characteristics.