Trust Planning Specialist
4 days ago
As a Taxation Expert at Navolio & Tallman LLP, you will have the opportunity to work with a diverse range of clients, including high-net-worth individuals and families. Your expertise will be instrumental in helping us deliver comprehensive tax planning solutions that meet the complex needs of our clients. You will work closely with our team to review and oversee the preparation of tax returns for trusts, estates, and gifts, and provide expert tax advice to clients on trust and estate taxation, wealth transfer planning, and philanthropic planning.
About the Firm
Navolio & Tallman LLP is a leading provider of estate, gift, and trust planning services to high-net-worth individuals and families. Our firm is committed to delivering exceptional client service and sophisticated planning solutions that meet the complex needs of our clients. We value professionalism, technical excellence, and commitment to the highest industry standards, and we strive to cultivate an engaging environment that exemplifies these values.
Salary and Benefits
The estimated annual salary for this position is $145,000 - $175,000, depending on experience. We offer a competitive benefits package, including health insurance, retirement savings plan, and paid time off. Our firm is committed to investing in the growth and development of our employees, and we offer opportunities for professional development and advancement.
Work Environment
We are a fast-paced and dynamic work environment that requires a high degree of urgency in completing tasks and assignments. However, we also prioritize work-life integration and offer flexible working arrangements to support the needs of our employees. Our firm values teamwork and collaboration, and we strive to create an inclusive and supportive environment that promotes employee satisfaction and engagement.
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