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4-20 yrs required
Atlanta office of our client seeks a senior manager, tax, trust, and estate strategist with relevant legal experience. Previous experience as a Tax, Trust, and Estate attorney strongly is preferred. Extensive experience advising high net worth clients is needed. The candidate will develop and manage strong relationships with Financial Consultants and Portfolio Consultants. Function as an in-house subject matter expert on sophisticated trust, estate, and income tax questions and issues. Uncover unstated needs from the clients to offer additional services where relevant. Present to large and small groups to share expertise and the offering to key partners. Educate internal partners on skillsets and the ability to support their clients to drive referrals. Apply previous experiences in Tax, Trust, and Estate to add value to a growing sector of Investment Advisor Services.
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