Opportunity Description
Join our dynamic team as Tax and Estate Planner in this newly created role supporting the Dealer and our Insurance division. In this role, the incumbent will have the unique opportunity to provide a consultative approach to supporting advisors, insurance consultants, and clients on tax, estate planning and the associated complexities.
You will work collaboratively within a supportive environment that values innovation, continuous learning, and proactive improvement. This position is tailor-made for those passionate about professional development, have a natural curiosity to enhance knowledge on tax and estate matters, and thrive on helping clients achieve their financial goals and priorities.
Position Responsibilities:
Provide consultation on complex tax and estate planning concepts and strategies for HNW clients and complex scenarios.
Conduct a detailed discovery to understand the client and uncover issues and opportunities for furthe...
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