Estate Planning Strategist, Vice President

Morgan Stanley; Atlanta (GA); On-site; USD 110,000 - 190,000; Full time

Job summary

Morgan Stanley is seeking an experienced estate planning professional to advise ultra-high net worth clients and collaborate with senior strategists and advisors on sophisticated estate and tax planning. The role requires J.D. and 5+ years in trusts/estates within a law or accounting firm, with strong knowledge of U.S.

estate and tax planning strategies. The position involves preparing client-ready materials, analyzing plans, and coordinating with attorneys and accountants to implement

Qualifications

• J.D. minimum required; accounting degree helpful.
• Minimum of 5 years of experience.
• Prior trusts and estates experience with a law or accounting firm.
• Strong knowledge of U.S. estate planning and tax planning strategies.
• Income tax background as related to estate planning strategies.
• Executive compensation, retirement and financial planning background helpful.
• Series 7 and 66 required (can be obtained post-hire).

Responsibilities

• Collaborate with senior estate planning strategists and financial advisors to engage ultra-high net worth clients on estate and tax planning.
• Review, summarize and critique existing and/or proposed new estate planning documents.
• Simplify complex legal topics, analyses and/or structures into comprehensible terms.
• Compare and contrast estate planning alternatives, including gifting, leveraged gifting, insurance planning and philanthropic structures.
• Prepare presentation materials including PowerPoint or other graphical summaries of documents and strategies.
• Work with team analysts to prepare and deliver financial planning analyses.
• Collaborate with clients' attorneys and accountants in implementing estate, income tax and financial plans.
• Understand investment structures and their suitability for various estate planning entities.
• Understand MS trustee services, insurance and similar third-party platforms and products.
• Keep abreast of and educate financial advisors regarding changes in the law and developing legal trends.

Skills

Estate planning knowledge

Tax planning

Financial planning

Education

J.D. minimum

Accounting degree helpful

Tools

Series 7

Series 66

Job description

Responsibilities and Skills

• Working closely with senior estate planning strategists and financial advisors to build relationships with ultra-high net worth clients and prospective clients relating to estate and tax planning
• Review, summarize and critique existing and/or proposed new estate planning documents
• Simplify complex legal topics, analyses and/or structures into comprehensible terms
• Compare and contrast estate planning alternatives, including gifting, leveraged gifting, insurance planning and philanthropic structures
• Prepare presentation materials including power point/or other graphical summaries of documents and various strategies
• Working with team analysts to prepare and deliver financial planning analyses
• Collaborate with clients' attorneys and accountants in the implementation of the clients' estate, income tax and financial plans
• Understand investment structures and how they might or might not be appropriate for various estate planning entities
• Understand MS trustee services, insurance and similar third-party platforms and products
• Keep abreast of and educate financial advisors regarding changes in the law and developing legal trends

Technical Requirements

• J.D. minimum required; accounting degree helpful
• Minimum of 5 years of experience
• Prior trusts and estates experience with a law or accounting firm
• Strong knowledge of U.S. estate planning and tax planning strategies
• Income tax background as related to estate planning strategies
• Executive compensation, retirement and financial planning background helpful
• Series 7 and 66 required (can be obtained post-hire)

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between 110,000 and 190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.