Senior Wealth Transfer & Estate Planning Architect

Lazard; New York (NY); On-site; USD 175,000 - 225,000; Full time

Job summary

Lazard Wealth seeks a senior tax and estate planning expert to serve as the platform’s in-house technical resource on wealth transfer strategies, trust structures and estate and income tax considerations for US clients.

You will work within our POD service model—integrated client advisor, investment professionals and Family Office Services teams—to translate complex ownership structures into practical planning and coordinate with external counsel and accountants.

Qualifications

• Ten or more years advising ultra-high-net-worth individuals and families on estate and income tax planning.
• JD with LLM in taxation and/or CPA license; CFP/TEP/CTFA favored.
• Demonstrated depth in federal transfer tax and fiduciary income taxation.
• Experience with complex trusts and cross-border planning.

Responsibilities

• Serve as the platform’s senior technical resource on trust & estate and tax matters.
• Review and summarize clients’ estate planning documents and create structure diagrams.
• Develop wealth transfer strategies and model comparisons across structures.
• Advise clients through liquidity events and complex transitions.
• Coordinate with attorneys, accountants, and trustees to implement plans.
• Lead multi-generational education and family governance discussions.
• Monitor regulatory developments and translate them into guidance.

Skills

UHNW estate planning

Tax planning

Client coordination

Clear communication

Education

JD with LLM in taxation

Active CPA license

Job description

Lazard Wealth seeks a senior tax and estate planning expert to serve as the platform’s in-house technical resource on wealth transfer strategies, trust structures and estate and income tax considerations for US clients.

You will work within our POD service model—integrated client advisor, investment professionals and Family Office Services teams—to translate complex ownership structures into practical planning and coordinate with external counsel and accountants.