About this opportunity
Legacy Advisors, LLC lists this Estate & Tax Strategy Leader for UHNW Clients opportunity in harmonville, Pennsylvania. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Legacy Advisors, LLC in Plymouth Meeting, PA, seeks a seasoned Legal & Tax Strategist to guide estate, trust, and charitable planning for ultra-high-net-worth families. You will work directly with client teams and outside counsel, focusing on strategy and client impact.
The role requires Juris Doctor, estate planning credentials, and 8+ years of experience, with strong communication and collaboration skills.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.