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Director, Tax Trust And Estate Specialist
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- The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams.
- Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.
- This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention.
- What you have As a High Net Worth Trust & Estate/Tax Specialist, you will: Develop and handle strong relationships with Financial Consultants and Portfolio Consultants.
- Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues.
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