Senior Estate Planning Strategist

Carson Wealth

Omaha (NE)

On-site

USD 195,000 - 237,000

Full time

4 days ago

Be an early applicant

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Benefits offered by this job

401(k) with company match

Health benefits

PTO

Job summary

Carson Wealth in Omaha, Nebraska seeks a senior technical authority on estate, wealth transfer, philanthropic, and business succession strategies to guide advisors and clients. You will design advanced estate plans, working with tax professionals and external legal counsel to implement strategies.

The role requires staying current with tax law changes and leading complex engagements across multiple offices.

Qualifications

Juris Doctor degree required.
Master of Laws degree in taxation or estate planning preferred.
Admission to at least one United States state bar, in active or inactive status, required.
Certified Financial Planner, Certified Public Accountant, or Certified Trust and Fiduciary Advisor designation preferred.
Minimum of ten years of estate planning experience required.
Experience advising on complex trust, tax, charitable, and business succession strategies required.
Experience working within a large registered investment adviser, multifamily office, law firm, or private bank preferred.
Demonstrated experience leading complex, high-stakes estate planning engagements across a multi-office environment required.
Advanced knowledge of federal estate and gift tax law, generation-skipping transfer tax, trust structures, and philanthropic vehicles required.
Experience with financial planning software, customer relationship management systems, and estate modeling tools preferred.
Ability to review and interpret complex estate planning documents required.

Responsibilities

Estate Planning Strategy and Consultation: develop customized estate and legacy planning strategies and review documents to identify gaps.
Staying Current and Sharing Expertise: monitor legal/tax developments and share insights with advisors and clients.
Advisor Enablement and Collaboration: act as a resource to financial advisors and internal partners across the organization.
Compliance, Risk, and Governance: ensure guidance aligns with laws, fiduciary responsibilities, and policies; manage risks.
Other Duties: perform additional tasks to support departmental objectives.