Senior Estate Planning Strategist for Wealth Transfer

Carson Wealth; Northern (KY); Hybrid; USD 150,000 - 210,000; Full time

Job summary

Carson Wealth is seeking a senior estate planning expert to serve as the organization's technical authority on estate, wealth transfer, philanthropic, and business succession strategies. You will design, implement, and maintain complex plans in collaboration with advisors and tax professionals.

You will partner with external counsel to ensure compliance, monitor changes in law, and mentor planning professionals across the firm.

Qualifications

• Juris Doctor degree required.
• LL.M. in taxation or estate planning preferred.
• Admission to a US state bar required (active or inactive).
• CFP, CPA, or CTFA designation preferred.
• Minimum of ten years estate planning experience.
• Experience advising on complex trust, tax, charitable, and succession strategies.
• Experience in a large registered investment adviser, multifamily office, law firm, or private bank is preferred.

Responsibilities

• Provide estate planning strategy and consultation with advisors and clients.
• Stay current with legal, tax, and industry developments and share insights.
• Enable advisors and collaborate across functions on client experience.
• Ensure compliance, risk, and governance in estate planning guidance.
• Perform additional duties as needed by leadership.

Skills

Estate planning

Client advisory

Mentorship

Education

Juris Doctor (JD)

Master of Laws (LL.M.) in taxation or estate planning

Bar admission (US state)

CFP designation

CPA designation

CTFA designation

Job description

Carson Wealth is seeking a senior estate planning expert to serve as the organization's technical authority on estate, wealth transfer, philanthropic, and business succession strategies. You will design, implement, and maintain complex plans in collaboration with advisors and tax professionals.

You will partner with external counsel to ensure compliance, monitor changes in law, and mentor planning professionals across the firm.