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Senior Tax And Estate Planner
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$160,000 a year
Full-time
- Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions.
- Led by President & CEO Gregory J. Fleming, the firm offers an elevated experience based on traditional Rockefeller global family office values of excellence and service.
- The Senior Tax and Estate Planner for Family Office Counseling actively supports a Family Office Counselor with various tasks related to oversight and reporting.
- Provide a quarterly deliverable to clients comprised of their net-worth, cash flow, risk management/insurance summaries, estate planning and tax planning.
- Juris Doctorate (JD) strongly preferred
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