Job Title: Director, Tax, Trust and Estate Specialist
Job Responsibilities:
- Develop and manage strong relationships with Financial Consultants and Portfolio Consultants.
- Serve as an in-house subject matter authority on sophisticated trust, estate, and income tax questions and issues.
- Identify unstated needs from clients to offer additional services where relevant.
- Present to large and small groups to share expertise and offerings with key partners.
- Educate internal partners on skills and ability to support their clients to drive referrals.
- Apply previous experiences in Tax, Trust, and Estate to contribute to a growing sector of Investment Advisor Services.
- Demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients.
- Travel approximately 10% to 25% as required.
Education and Experience Information:
- Bachelor’s degree required.
- Previous experience as a Tax, Trust, and Estate attorney strongly preferred.
- At least one of the following is required: JD, LLM, CPA, CTFA, AEP.
- Extensive experience advising high-net-worth clients.
- Proven experience in discovering unstated needs through diagnostic information gathering.
- Excellent presentation skills and demonstrated success in a collaborative environment.
- Strong verbal and written communication, listening, interpersonal, client service, networking, and analytical skills.
- Ability to build strong internal relationships due to working closely with Branch Financial Consultants and Portfolio Consultants within the company.
Salary Information:
- Pay range: USD $165, - $285, per year.
- This role is also eligible for bonus or incentive opportunities.
Additional Information:
- The role is part of a specialized team that provides significant value and benefits to clients.
- The position involves providing detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with complex financial affairs.
- The company values partnership, integrity, exceptional client service, open communication, and adaptability to change.
- The position offers a competitive benefits package, including a 401(k) with company match, employee stock purchase plan, paid time for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions.
- Other benefits include paid parental leave, family building benefits, tuition reimbursement, and health, dental, and vision insurance.
- The company is committed to empowering employees’ personal and professional success through a supportive culture and development opportunities.
- The role requires working on-site in the specified location, with a focus on in-office collaboration.
