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Job description
hackajob is collaborating with Vanguard to connect them with exceptional professionals for this role.
Senior Estate and Tax Specialist
The Senior Estate and Trust Specialist deepens client relationships, delivers exceptional estate and tax planning services to Vanguard's highest-net-worth and most complex clients, and influences wealth planning strategy. This role serves as a recognized subject matter expert, providing sophisticated planning solutions, thought leadership, and strategic guidance to clients, advisors, and senior leadership.
Duties and Responsibilities:
* Conduct trust, estate, and/or tax planning analyses for Vanguard's highest-net-worth clients (generally $25M+ in assets). Provide consultation on the most complex planning scenarios, leveraging deep expertise in wealth
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.