Estate & Tax Strategy Leader for UHNW Clients

Legacy Advisors, LLC; Harmonville (PA); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

AD&D Insurance

FSA

401(k) Plan

PTO

Job summary

Legacy Advisors, LLC in Plymouth Meeting, PA, seeks a seasoned Legal & Tax Strategist to guide estate, trust, and charitable planning for ultra-high-net-worth families. You will work directly with client teams and outside counsel, focusing on strategy and client impact.

The role requires Juris Doctor, estate planning credentials, and 8+ years of experience, with strong communication and collaboration skills.

Qualifications

• Juris Doctor required; estate planning accreditation or LL.M. in Taxation preferred.

Responsibilities

• Partner with client advisors to support new business and deliver high standard of client service.
• Review planning documents and prepare estate flow analyses and support client advisors in meetings.
• Research planning options, join exploration calls with outside advisors, prepare design deliverables, and identify creative solutions to meet objectives.
• Provide technical support to client advisors before and during client meetings.
• Review drafting instructions for outside counsel and align documents with planning objectives.
• Support client teams on trust administration, ongoing developments, and tax planning compliance.

Skills

Communication skills

Collaboration

Client management

Tax planning

Tech proficiency

Education

Juris Doctor (JD)

Estate Planning Accreditation (EPA)

LL.M. in Taxation

Tools

Microsoft Office

CRM software

Job description

Legacy Advisors, LLC in Plymouth Meeting, PA, seeks a seasoned Legal & Tax Strategist to guide estate, trust, and charitable planning for ultra-high-net-worth families. You will work directly with client teams and outside counsel, focusing on strategy and client impact.

The role requires Juris Doctor, estate planning credentials, and 8+ years of experience, with strong communication and collaboration skills.