Estate Planner/Analyst
Estate Planner/Analyst
Requirements:
• Familiarity with tax returns and the ability to use the information for analysis
• Ability to produce wills and other documents for high net worth individuals and families
• Ability to understand and interpret family documents including family limited partnerships
• Must have confidence and the ability to work with high net worth individuals
• Public accounting tax experience preferred, PA and JD or Law Degree
• 7-10 years experience, ideally 2-3 years in a Big 4 or regional public accounting firm plus 5 years estate planning
This position is with a prominent financial advisory firm that offers a great compensation package and fun working environment!
Apply Now (Job #3687)
