2027 Family Office - Estate Planning Advisor Entry Level
About The Position
As an advisor, you’ll dive in with hands-on experience and substantial scope to drive the wealth and profitability of key clients. You’ll identify what you’re interested in while collaborating with staff at all levels of the firm and welcoming high-net-worth individuals and families into your client repertoire. Your work will include, but not be limited to: Understanding estate planning techniques and how they assist clients in tax reduction strategies in order to provide tax planning and consulting. Assisting with the construction of personal balance sheets and cash flow projections, review current documents, and meet with clients to discuss existing estate plans. Researching specific technical issues relating to estate, gift, or trust income taxation and preparing tax memorandums. Creating practice tools, materials, and presentations on estate tax related topics for various opportunities. Preparing gift tax returns (709), estate tax returns (706), and trust income tax returns (1041). Assessing suitability, directing negotiations, selecting insurance brokers/carriers, and placing insurance.
Requirements
- Detail-oriented leader with client service, problem solving, and communication (written and verbal) skills.
- Bachelor’s degree with an emphasis in accounting, finance, or other business-related curriculum.
- Academic success (a minimum cumulative GPA of 3.0).
- Strong interest in wealth transfer planning strategies (i.e., estate planning, insurance, estate/gift tax).
Nice To Haves
- Optional: Pursuing a JD (Juris Doctorate)
- Prior Accounting, Finance, or related field internship experience preferred, but not required.
Responsibilities
- Understanding estate planning techniques and how they assist clients in tax reduction strategies in order to provide tax planning and consulting.
- Assisting with the construction of personal balance sheets and cash flow projections, review current documents, and meet with clients to discuss existing estate plans.
- Researching specific technical issues relating to estate, gift, or trust income taxation and preparing tax memorandums.
- Creating practice tools, materials, and presentations on estate tax related topics for various opportunities.
- Preparing gift tax returns (709), estate tax returns (706), and trust income tax returns (1041).
- Assessing suitability, directing negotiations, selecting insurance brokers/carriers, and placing insurance.
Benefits
- health insurance
- dental insurance
- vision insurance
- disability insurance
- life insurance
- Flexible Time Off
- various pre-determined holidays
- 401(k) plan
- flexible benefits plans
- business-related travel expense, lodging, and meal reimbursement for business-related use.
- A pension plan is also available for eligible administrative and paraprofessional staff.
- A discretionary bonus plan is available for eligible staff.
- the option to elect health insurance in addition to limited paid sick time.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
