Executive Director, Estate Planning & Tax Strategy

A leading global financial services firm is seeking candidates for a position focused on estate and tax planning. Responsibilities include collaborating with investment professionals, working closely with financial advisors, and building relationships with ultra high net worth clients. A Bachelor’s degree and J.D. are required along with significant trusts and estates experience. The role involves travel and demands a deep understanding of tax strategies. Enjoy comprehensive employee benefits while working in a supportive environment.
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