Junior Consultant Tax Estate Planning
Core
Assisting wealthy individuals and family businesses with tax estate planning, including marriage and inheritance matters.
Role type
Junior Consultant Tax Estate Planning
Builds
Tax planning strategies and compliance for high-net-worth clients and family enterprises
Domain
Tax law and estate planning
Deliverable
client delivery
Required skills
Tax law knowledge, inheritance law knowledge, gift tax knowledge, estate tax knowledge, regulatory compliance analysis
Preferred skills
Self-starter attitude, curiosity, client-focused approach
Technologies
N/A
Responsibilities
Investigating tax opportunities for clients, testing strategies against current regulations, executing ad-hoc tasks like marriage tax planning, executing ongoing client projects, developing expertise in marital property law and inheritance law
Seniority
Junior, entry-level with mentorship
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