Private Client Services Tax Planning Specialist

Profile

Private Client Services Tax Planning Specialist

The candidate will be responsible for delivering the firm’s estate planning, financial planning, and business succession planning services to clients and prospective clients, helping them identify, prioritize and achieve their long-term goals. Will review clients’ estate planning and trust documents and advise client and clients’ attorneys and other outside financial advisors on content and technical matters, suggesting changes if appropriate. Identify potential trust, gift and estate, and related tax issues for clients and serve as a resource for clients and clients’ attorneys and other financial advisors. Prepare tax memorandums or tax planning letters for clients with recommendations to accompany estate plan overviews, incorporating (where appropriate) flow charts, projections, and other summaries. Serve as a technical resource for estate planning and transfer tax issues and ideas. Answer questions on an ad hoc basis regarding clients’ trust and estate planning. Work with firm partners to develop business opportunities with new and existing clients. Develop and present firm materials and lead wealth transfer discussions in a compelling manner. Structure and present financial plans/presentations in a simple understood conversational manner for clients. Must be comfortable working with affluent and high net worth individuals/families, and have experience with financial planning, investments, income tax, and wealth transfer strategies. Train and develop firm staff to assist in the planning process.

Company info

Withum Smith+Brown, PC
One Tower Center Boulevard 14th Floor
East Brunswick
New Jersey
United States 08816-1145
Website : https://www.withum.com