Job Description

Job Description

Job Description

We are seeking an Tax & Estate Planning Specialist to become a part of our team! You will provide tax and estate planning support to the wealth management team. We are looking for a candidate with a growth mindset who is looking for flexible hours unlimited earning potential, and a desire to help others. We value the skills and knowledge acquired from a legal education and experience to be applied to this wealth management position. All "legal work" such as document drafting and court representation are referred outside the firm.

This position is a Tax & Estate Planning Specialist on a wealth management team. There are no document drafting or court representation duties involved.

Responsibilities:

 

• Experienced estate planning professional with broad experience, including complex estate, tax, wealth, and business succession planning.

• Primary areas include estate and tax planning, including estate planning for mid to high-net-worth individuals and families, income tax, transfer tax and charitable planning, as well as pass-through entity (LLCs and LPs) and business succession planning.

• Identify appropriate strategies to meet client’s expressed objectives and make recommendations to fulfill those objectives including advising on the appropriate type of trust(s) to meet clients’ objectives.

• Ability to explain complex legal concepts and explain all provisions of the estate plan to the client.

• Ability to self-start, meet deadlines, prioritize, manage multiple projects simultaneously, and work well with change in a fast-paced environment.

• Cultivate relationships with the firm’s existing and future clients by maintaining consistent and timely communication.

• Report on caseload at a weekly team meeting.

• Develop a client following to increase the firms’ revenues.

​ Qualifications:

• Juris Doctorate

• CPA/LLM in tax

• Preferred 3+ years of estate planning experience handling matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan, and reviewing estate plan documents to meet the client’s objectives

• Effective, clear, concise, and accurate communication, both oral and written, at an appropriate level to the situation and the client.

• Working knowledge of finance, investments, and taxes

• Great ability to focus under pressure and the willingness to do what needs to be done with minimal supervision

• Demonstrate a high degree of discretion, confidentiality, and integrity in the handling of personal client information, including following the Rules of Professional Conduct

• Have strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software

• Established professional network is preferred

Company Description

JG Wealth Management (JGWM) is a full service wealth management firm that subscribes to the idea that team member satisfaction is the key productivity and ultimately client satisfaction. We help clients with retirement planning, tax management, estate planning, financial planning and investment management. Ultimately, if it affects their bottom line we take the team approach to help clients navigate these matters whether it be in the form consultative services or active management.

We have three core activities at JGWM:

Client Service - This ranges from client acquisition to servicing client accounts

Professional Development - Staying current with the regulatory environment as well as always finding ways to better serve our clients

Community Involvement - Whether it be an alumni association or a sports league, we believe in being anchored in our communities.

Company Description

JG Wealth Management (JGWM) is a full service wealth management firm that subscribes to the idea that team member satisfaction is the key productivity and ultimately client satisfaction. We help clients with retirement planning, tax management, estate planning, financial planning and investment management. Ultimately, if it affects their bottom line we take the team approach to help clients navigate these matters whether it be in the form consultative services or active management.\r\n\r\n\r\n\r\nWe have three core activities at JGWM:\r\n\r\nClient Service - This ranges from client acquisition to servicing client accounts\r\n\r\nProfessional Development - Staying current with the regulatory environment as well as always finding ways to better serve our clients\r\n\r\nCommunity Involvement - Whether it be an alumni association or a sports league, we believe in being anchored in our communities.

Job Tags

Flexible hours,

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