Tax Wealth Strategist
Partner with financial advisers and their high-net-worth clients on complex federal and state tax planning and structuring matters, including family office and family limited partnership structuring, pre-liquidity planning and deal structuring, diversification and hedging strategies, and state tax residency planning for individuals and trusts. Your teamwork will be essential to efforts to retain client relationships and attract new ones. This is not a business development focused position, you will not be responsible for billable hours, and there will be little to no tax compliance.
Responsibilities
Partnering with financial advisors and their high net worth clients and prospects, provide explanations and solutions regarding various topics relating to the client's estate planning, trust planning, business succession, transaction advisory, and philanthropic planning services
Qualifications
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