Senior UHNW Estate & Tax Planning Expert

Vanguard; Charlotte (NC); Hybrid; USD 180,000 - 280,000; Full time

Job summary

Vanguard seeks a Senior Estate and Trust Specialist to deepen client relationships and deliver sophisticated estate and tax planning for our ultra-high-net-worth clients. You will act as a subject matter expert, guiding advisors and senior leadership with strategic solutions and thought leadership.

Lead complex planning discussions, influence service delivery, and mentor junior staff. This hybrid role requires discretion, advanced credentials, and travel about 25%.

Qualifications

• Bachelor's degree or equivalent combination of education and experience required.
• JD/CPA/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.
• 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%.

Responsibilities

• Conduct trust, estate, and tax planning analyses for Vanguard's highest-net-worth clients, generally $25M+ in assets.
• Deliver expert consultative services and evaluate planning structures and tax strategies for clients.
• Serve as Vanguard's ambassador and subject matter expert on wealth transfer and estate/tax planning for external forums.
• Influence the strategic direction of the service delivery model and new business initiatives.
• Provide estate and tax planning expertise to internal stakeholders and partners.
• Mentor, coach, and develop junior team members and contribute to onboarding.

Skills

Communication

Verbal skills

Written skills

Presentation skills

Mentoring

Leadership

Education

Juris Doctor (JD)

Certified Public Accountant (CPA)

LL.M.

Master of Taxation

CFP®

CTFA®

Job description

Vanguard seeks a Senior Estate and Trust Specialist to deepen client relationships and deliver sophisticated estate and tax planning for our ultra-high-net-worth clients. You will act as a subject matter expert, guiding advisors and senior leadership with strategic solutions and thought leadership.

Lead complex planning discussions, influence service delivery, and mentor junior staff. This hybrid role requires discretion, advanced credentials, and travel about 25%.