Remote Position
Senior Estate Planning Strategist
🌍 Remote · United States
💼 Full-time
Bachelor's degree and Juris Doctor required; 10+ years practicing law in trusts and estates; deep knowledge of federal estate, gift, and GST tax; proficiency with Microsoft Office; ability to analyze complex estate planning documents.
Key Responsibilities
- reviewing estate documents
- educating advisors
- analyzing tax developments
Skills & Tools
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Job Details
- Category: Finance and Accounting
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — Atlanta or St. Petersburg or Oakdale or La Vista or Scottsdale or Alabama or Arkansas or Arizona or California or Colorado or Connecticut or Delaware or Georgia or Illinois or Iowa or Kansas or Louisiana or Maine or Maryland or Massachusetts or Minnesota or Mississippi or Missouri or Montana or Nebraska or Nevada or New Hampshire or New Jersey or New Mexico or New York or North Carolina or Ohio or Oklahoma or Pennsylvania or Rhode Island or South Carolina or Utah or Vermont or Virginia or Washington or West Virginia or Wisconsin or Wyoming
- Salary: USD 130,000 – 150,000 / year
- Languages: English
Benefits
- Generous paid time off
- Retirement plan
About Osaic
A financial services firm providing high net worth planning services. — Industry: Finance