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Years of Experience
Date Last Verified
Post Mortem Planner 3 (Non-Evaluated Professional) The candidate will create post-mortem plans for estates settled by Wells Fargo that are detailed in analysis, but understandable and meaningful to the reader. Serve as the subject matter expert in estate, gift, and GST matters during all phases of the estate and trust post-death settlement process. Some preparation of Federal and State Estate and Inheritance Tax Returns may be required. Requires a high level of expertise in the estate and fiduciary tax field. Duties may include: Applying knowledge and expertise to assist with very complex estates; Participating in and preparing presentations; Analysis of complex estate planning documents; Reviewing financial data and tax returns to identify assets, planning opportunities, and tax issues; Preparing and/or reviewing Federal and State death tax returns; and responding to audits from taxing authorities.
Qualification and Experience
A Juris Doctor (JD) degree is desired. An active Certified Public Accountant (CPA) designation is preferred. 3+ years of prior direct experience in estate planning and/or estate tax is desired. In-depth knowledge of estate and gift taxes is desired. Should have LL.M in Tax. Must have working knowledge of community property laws. Should have 4+ years of experience in one or a combination of the following industries: financial, trust, or legal. Excellent written and oral communication skills required. Effectively partner with internal (Estate Administrators, Estate Specialists, Trust & Fiduciary Specialists, and Relationship Managers) and external (attorneys, CPAs, beneficiaries, etc) parties throughout the estate administration process. Must be willing to maintain a high level of knowledge on Federal and State probate, trust, and tax laws, staying abreast of constant changes. Candidate must also be able to identify issues, and research across jurisdictions. Should have ability to interact with all levels of an organization. Must have excellent verbal, written, and interpersonal communication skills. Working knowledge of generation skipping transfer tax is required. Requires a broad base of financial knowledge, including estate planning, retirement, and insurance planning.
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