The role involves reviewing estate planning documents and advising on estate tax effects for high-net-worth individuals and families
Job Summary
The role involves reviewing estate planning documents and advising on estate tax effects for high-net-worth individuals and families.
Candidates will serve as a subject matter expert during all phases of the estate settlement process while managing complex fiduciary relationships.
This position offers a hybrid work schedule and requires the ability to collaborate strategically with peers to resolve issues and achieve business goals.
Matching Summary
The role involves reviewing estate planning documents and advising on estate tax effects for high-net-worth individuals and families.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
5+ years law firm or CPA experience
Federal and state estate tax return preparation
Interpretation of wills and trust documents
Management of complex fiduciary relationships
Subject matter expertise in estate gift and GST matters
Nice-to-have
Strong leadership and mentorship skills
Ability to explain complex financial concepts
Experience with high-net-worth client portfolios
Knowledge of oil gas and mineral management
Solutions-oriented approach in fast-paced environment
Key Requirements
Juris Doctor degree preferred
Certified Public Accountant (CPA) certification a plus
Certified Financial Planner (CFP) certification a plus
10+ million dollars wealth management experience
US work authorization required (no visa sponsorship)