Executive Director, Wealth Planner & Tax Strategy

JPMorgan Chase & Co.; Houston (TX); On-site; USD 180,000 - 260,000; Full time

Job summary

JPMorgan Chase & Co. Wealth Management seeks an Executive Director, Wealth Planner to lead complex trusts and estate planning for high-net-worth clients, coordinating tax and estate strategies with advisors across USWM.

You will develop content with leadership, stay current on federal/state tax laws, and travel to local branches as needed while mentoring advisors and a team of planners. This role requires a J.D., LLM or CPA and 7+ years of experience in trusts, estates or tax, with exceptional

Qualifications

• 4-year college degree and either J.D., LLM or CPA.
• 7+ years in trusts & estates or tax law/CPA practice.
• Self-starter with curiosity for planning and people.
• Excellent written and oral communication.

Responsibilities

• Develop and present content on wealth management topics with leadership.
• Serve as resource on tax, trust & estate planning strategies and concentrated position management.
• Partner with field leadership to integrate planning concepts into goals-based advice.
• Maintain up-to-date knowledge of federal and state tax laws.
• Promote JPMorgan's knowledge to outside centers of influence.

Skills

Strong communication

Leadership

Team player

Strategic thinking

Ethical standards

Education

J.D. or LLM or CPA

Tools

Microsoft Office Suite

Tax planning software

Job description

JPMorgan Chase & Co. Wealth Management seeks an Executive Director, Wealth Planner to lead complex trusts and estate planning for high-net-worth clients, coordinating tax and estate strategies with advisors across USWM.

You will develop content with leadership, stay current on federal/state tax laws, and travel to local branches as needed while mentoring advisors and a team of planners. This role requires a J.D., LLM or CPA and 7+ years of experience in trusts, estates or tax, with exceptional