As a Senior Wealth Planning Strategist, you will:

• Conduct research and develop financial and estate analyses and plans

• Review documents, analyze client situations, and identify actionable insights

• Build holistic models and plans that integrate personal planning, business planning, legal requirements, tax implications, etc.

• Execute, maintain, and update client models, programs, and plans

Major Duties/Essential Functions

• Develops, consults on, and implements tax, estate and business plans for clients, including those of the greatest complexity

• Conducts and reviews research, as appropriate, and develops tax, estate and financial analyses, and plans

Provide recommendations to team and may participate in recommendation presentation to clients and clients’ advisors

Analyze financial, legal, tax, accounting, and other related information to develop personal and business plans

• Build customizable Excel models or update existing templates to model varying options such as sale/gift to an IDIT, GRATs, Private Annuities, CRUTs, CLT, use of exemptions, etc.

• Construct and analyze cash flow analyses

• Communicate potential impact to various plans—i.e., wealth, estate, trust, financial, insurance, etc.—based on client decisions, business assumptions, market environment, and policy changes

• Create estate plan diagrams

• Identify tax planning opportunities, including charitable donations

• Update client wealth and estate plans with updates from source data

• Monitor changes in tax laws and developments in financial strategies, particularly with respect to financial plans, trusts, and estate plans

• Engage with the trusts, estates, and tax community to keep knowledge base up to date and foster valuable connections

• Familiar with sophisticated estate planning strategies and understanding of how to develop and implement varying techniques

• Collaborates in the acquisition of new clients and retains, expands and deepens existing relationships.