Senior Estate and Tax Planning Consultant

Waverly Advisors, LLC • Birmingham, AL

13d

About The Position

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.
In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.
Waverly Advisors is seeking an experienced Senior Estate & Tax Planning Consultant to join our growing, multi-state RIA, with a strong preference for candidates based in Birmingham, AL. This role serves as a senior subject-matter expert in estate and transfer tax planning, partnering closely with Wealth Advisors, clients, CPAs, and estate planning attorneys to design and implement sophisticated, tax-efficient estate planning strategies. The position emphasizes strategic analysis, planning design, and coordination and does not involve the provision of legal advice.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, or a related field; advanced degree preferred.
• 7–10+ years of experience in estate planning, tax planning, or wealth management, with significant exposure to high-net-worth and ultra-high-net-worth clients.
• Deep understanding of federal estate, gift, and GST tax regimes and common estate planning strategies used to minimize estate taxes.
• Experience working in or closely with an RIA, CPA firm, trust company, or estate planning-focused advisory practice.
• Strong analytical, modeling, and problem-solving skills.
• Exceptional communication skills with the ability to explain complex tax and estate concepts clearly and concisely.
• Demonstrated ability to collaborate effectively with advisors, attorneys, and tax professionals.
• Experience with estate and tax planning software.

Responsibilities

• Design and evaluate estate planning strategies intended to minimize estate, gift, and generation-skipping transfer (GST) taxes in alignment with client goals.
• Analyze client balance sheets, asset ownership, beneficiary designations, and family structures to identify tax-efficient estate planning opportunities.
• Develop and document estate planning strategies, including lifetime gifting, trust-based planning, charitable planning, and wealth transfer techniques.
• Model estate and transfer tax outcomes under various planning scenarios and clearly communicate results to clients and advisors.
• Conduct comprehensive reviews of complex estate planning documents to confirm they reflect intended planning and tax objectives.
• Translate client intent into clear strategy summaries and implementation guidance for estate planning attorneys and tax professionals.
• Lead estate and tax planning discussions in client meetings alongside Wealth Advisors.
• Serve as a senior technical resource for advisors and planning staff on estate and transfer tax matters.
• Collaborate closely with CPAs and estate planning attorneys to ensure accurate and efficient implementation of planning strategies.
• Mentor and provide guidance to junior estate planning associates and contribute to the development of best practices and workflows.
• Stay current on federal and state estate, gift, and GST tax law developments and emerging planning techniques.

Benefits

• Comprehensive Health, Dental, and Vision coverage to support your overall wellbeing.
• 401(k) retirement plan with match and profit sharing to help you invest in your future.
• Twelve paid holidays each year.
• An extra vacation day during your birthday week—so you can celebrate you!
• Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
• Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.
• Compensation commensurate with experience.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior