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Executive Estate Planning & Tax Strategy Director

Morgan Stanley, Purchase, NY, United States


A leading financial services firm is seeking a qualified individual to provide estate and tax planning guidance to ultra high net worth clients. Responsibilities include collaborating with financial advisors, preparing presentation materials, and reviewing estate planning documents. Candidates must have a Bachelor's degree, a J.D., and strong experience in trusts and estates. The position offers a salary range of $150,000 to $250,000 based on individual qualifications and includes comprehensive benefits.
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