What are the responsibilities and job description for the Estate and Wealth Advisor position at Massachusetts Mutual Life Insurance Company?
Tax Planning Expert Position
We are seeking an experienced Tax Planning Expert to join our team and contribute to the development of comprehensive wealth planning strategies for high net-worth clients.
Key Responsibilities:
- Design and implement tax-efficient wealth transfer strategies for high net-worth clients.
- Collaborate with internal teams to ensure compliance with regulatory requirements and tax laws.
- Develop and maintain strong relationships with clients, advisors, and internal stakeholders.
- Stay up-to-date on legislative and regulatory developments to inform business strategy and decisions.
Requirements:
- Undergraduate degree in finance, accounting, or related field.
- 6 years of experience in the wealth management industry.
- 3 years of experience with advanced wealth planning and tax planning strategies, including estate and gift tax planning, fiduciary income tax issues, and trust administration for high net-worth clients.
- Excellent analytical and problem-solving skills.
