Senior Wealth & Estate Planning Strategist

Automatic Data Processing, Inc.; Grand Rapids (MI); On-site; USD 150,000 - 210,000; Full time

Job summary

Family Office Services at Automatic Data Processing, Inc. seeks a Senior Wealth Strategist to produce and review complex estate and wealth planning deliverables for high-net-worth clients.

You will interpret complex documents, provide proactive recommendations, and act as a technical resource for tax and estate planning within the client team. You will also contribute to firm-wide education, publish expert articles, and train internal associates while collaborating with Managing Directors to

Qualifications

• College degree with a postgraduate degree of JD, L.L.M or MST and/or a professional designation of CPA, CFP® and/or CPWA® and 10+ years relevant experience in estate and tax planning and/or fiduciary and trust planning and administration.
• Must possess a foundation of technical and business expertise with prior experience in strategic wealth planning for high-net-worth individuals and multi-generational families.
• Must have in-depth knowledge of current legislative and case law changes and other technical developments in the estate planning area.
• Must have strong analytical skills and the ability to interpret/analyze estate planning documents, financial statements and tax returns with strong attention to detail.
• Must have demonstrated excellence in written and verbal communication skills as frequent author and presenter of complex estate planning strategies.
• Must have excellent computer skills in Excel with ability to build Excel worksheets relative to complex planning strategies preferred.
• Must be able to explain complex estate planning strategies in a client friendly manner.
• Must have a professional demeanor with the utmost respect for confidential matters.
• Must be able to work independently and in a team environment.
• Must have excellent written and verbal communication skills with strong interpersonal skills.
• Must be detail oriented with excellent organizational skills.
• Must have ability to multi-task and work in a fast-paced environment.
• Must have strong work ethic with a positive attitude.

Responsibilities

• Handle administrative tasks, attend internal meetings, and participate in ongoing training.
• Perform additional responsibilities as needed to support the firm and client teams.

Skills

Analytical skills

Communication skills

Excel proficiency

Independent and team work

Education

JD, L.L.M or MST with CPA/CFP/CPWA

Job description

Family Office Services at Automatic Data Processing, Inc. seeks a Senior Wealth Strategist to produce and review complex estate and wealth planning deliverables for high-net-worth clients.

You will interpret complex documents, provide proactive recommendations, and act as a technical resource for tax and estate planning within the client team. You will also contribute to firm-wide education, publish expert articles, and train internal associates while collaborating with Managing Directors to