Estate Planning Consultant
5 days ago
Wright Ford Young & Co. is seeking a highly skilled Accounting Planning Consultant to join our team. As a key member of our Planning Team, you will work closely with clients, their CPAs, and other advisors to provide tax and estate planning strategies and recommendations.
Key Responsibilities:
- Review high-net-worth client estates and plan documents, flagging key planning opportunities and updates.
- Meet directly with clients, their CPAs, and other advisors to provide tax and estate planning strategies and recommendations.
- Work with the Diligence Coordinator to complete client diligence, files, and deliverables.
- Assist the Planning Team, CPAs, clients, and their advisors with planning materials and documents.
- Help the Planning Team, CPAs, clients, and their advisors execute and follow-through on planning projects and tasks.
Requirements:
- Law degree and a minimum five (5) years' experience in estate planning.
- Excellent verbal and written communication and customer service skills.
- Excellent interpersonal, conflict resolution, and problem-solving skills.
- Excellent administrative skills and the ability to multitask.
- High level of integrity, discretion, and confidentiality.
- Self-motivated to produce and excel with minimal supervision.
- Strong knowledge of Microsoft Office (Excel, Word, Outlook, PowerPoint).
Preferred Skills:
- Experience in advanced tax and irrevocable trust planning, family partnerships, and foundations.
Equal Employment Opportunity:
Wright Ford Young & Co. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.
Watch our Life at Wright Ford Young & Co. and hear from employees on what it's like working at WFY: https://youtu.be/viB9MeTKnPA
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