About this opportunity
Morgan Stanley lists this Estate Planning VP: UHNW Strategy & Tax Optimization opportunity in atlanta, Georgia. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Morgan Stanley is seeking an experienced estate planning professional to advise ultra-high net worth clients and collaborate with senior strategists and advisors on sophisticated estate and tax planning. The role requires J.D. and 5+ years in trusts/estates within a law or accounting firm, with strong knowledge of U.S.
estate and tax planning strategies. The position involves preparing client-ready materials, analyzing plans, and coordinating with attorneys and accountants to implement
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Worksite address
atlanta, GA, 30383, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.