Senior Estate and Tax Specialist

Archer; Dallas (TX); Hybride; USD 150 000 - 190 000; Plein temps

Résumé du poste

Vanguard seeks a Senior Estate and Tax Specialist to provide advanced trust, estate, and tax planning for our ultra-high-net-worth clients. You will develop client materials, advise on complex scenarios, and act as a subject-matter expert for wealth transfer and estate planning.

The role emphasizes leadership in planning discussions, collaboration with internal partners, and thought leadership across external forums. Some travel is expected as part of client engagements.

Qualifications

• 10+ years of estate and trust planning with UHNW clients.
• Experience advising ultra-high-net-worth clients on wealth transfer and tax strategies.
• Strong knowledge of fiduciary law, wealth transfer, charitable giving, and asset protection.

Responsabilités

• Conduct trust, estate, and tax planning analyses for Vanguard's high-net-worth clients.
• Deliver expert consultative services to Wealth Management clients with complex financials.
• Lead planning discussions for ultra-high-net-worth families, including assets over $1B.

Connaissances

Estate planning

Tax planning

Wealth transfer

Client advisory

Regulatory knowledge

Formation

Juris Doctor (JD)

CPA

LL.M.

Master of Taxation

Outils

Tax software

CRM tools

Description du poste

Archer is collaborating with Vanguard to connect them with exceptional professionals for this role.

Senior Estate and Tax Specialist

Duties And Responsibilities

• Conduct trust, estate, and/or tax planning analyses for Vanguard's highest-net-worth clients (generally $25M+ in assets). Provide consultation on the most complex planning scenarios, leveraging deep expertise in wealth transfer strategies, multigenerational planning, charitable giving, asset protection, and/or tax planning. Develop client presentation materials and demonstrate exceptional professional presence and relationship management skills.
• Deliver expert consultative services to advised Wealth Management clients and prospective clients with highly complex financial circumstances. Evaluate planning structures and legal entities as planning solutions for estate and tax planning consultations, evaluate tax returns and tax strategies, analyze client objectives for all consultation types, and recommend strategies aligned with their goals and needs.
• Serve as Vanguard's ambassador and subject matter expert on wealth transfer, estate planning, and/or tax planning for clients, professional advisors, media engagements, family meetings, webinars, blogs, and other external forums. Contribute thought leadership through publications, working groups, and research initiatives, including collaborating on Vanguard and Investment Strategy Group (ISG) content. Lead planning discussions in estate planning and/or tax planning for ultra-high-net-worth clients and their families, including clients with assets exceeding $1 billion.
• Influence the strategic direction of the group's service delivery model, including new business development initiatives and offer strategy. Identify opportunities for service enhancements and lead initiatives that improve client outcomes and operational effectiveness.
• Provide estate and trust planning and/or income tax planning expertise to internal stakeholders, including Relationship Managers, Financial Advisors, Sales, Marketing, and other business partners.
• Partner with financial advisors as they support clients in these subject areas, as well as with other wealth planning teams including Family Legacy and Vanguard National Trust Company.
• Mentor, coach, and develop junior team members. Support onboarding and training efforts for new specialists and contribute to the hiring and evaluation of team members, including experienced external candidates.
• Maintain expert knowledge of the competitive, legal, regulatory, and fiduciary landscape affecting wealth management, estate planning, trust services, and/or income tax.
• Participate in special projects and perform other duties as assigned.

Qualifications

• Bachelor's degree or equivalent combination of education and experience required.
• Juris Doctor (JD), Certified Public Accountant (CPA), Master of Laws (LL.M.), Master of Taxation, or another relevant advanced degree required
• CFP®, CTFA®, or other relevant industry designations preferred.
• Minimum of 10 years of estate and trust planning and/or income tax planning experience, including advising ultra-high-net-worth clients with assets exceeding $20 million.
• Demonstrated ability to handle sensitive and confidential matters with discretion and professionalism.
• Proven ability to communicate effectively with clients, external professional advisors, and internal partners at all organizational levels.
• Exceptional verbal, written, and presentation skills.
• Knowledge of Vanguard investment products and the broader asset management industry preferred.
• Ability to travel approximately 25%.

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.