What are the responsibilities and job description for the Tax and Estate Strategist position at MassMutual Careers?
About the Role:
This Advanced Wealth & Tax Strategist position requires an undergraduate degree and approximately 3 years of experience with advanced wealth planning and tax planning strategies, including estate and gift tax planning, fiduciary income tax issues, and trust/fiduciary administration for High Net Worth Clients. The ideal candidate will have strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.
Key Responsibilities:
This Advanced Wealth & Tax Strategist position requires an undergraduate degree and approximately 3 years of experience with advanced wealth planning and tax planning strategies, including estate and gift tax planning, fiduciary income tax issues, and trust/fiduciary administration for High Net Worth Clients. The ideal candidate will have strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.
Key Responsibilities:
- Develop and implement comprehensive tax and estate plans for high net-worth clients.
- Collaborate with internal teams to ensure accurate and timely tax compliance.
- Provide educational seminars and workshops to MassMutual advisors, centers of influence, and clients on relevant tax matters.
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