2027 Family Office - Estate Planning Advisor Entry Level
Core
Entry-level advisor providing estate planning, tax reduction strategies, and wealth transfer solutions to high-net-worth individuals and families.
Role type
Entry-level Estate Planning Advisor
Builds
Personal balance sheets, cash flow projections, tax memorandums, and insurance placements for key clients
Domain
Wealth Management / Estate Planning / Tax Law
Deliverable
client delivery
Required skills
Estate planning techniques, tax planning and consulting, balance sheet construction, cash flow projection, gift and estate tax return preparation, insurance suitability assessment
Preferred skills
JD (Juris Doctorate) pursuit, internship experience in accounting or finance
Technologies
IRS Form 709, IRS Form 706, IRS Form 1041
Responsibilities
Understand estate planning techniques for tax reduction, assist with construction of personal balance sheets and cash flow projections, research technical issues relating to estate/gift/trust taxation, prepare gift tax returns (709), estate tax returns (706), and trust income tax returns (1041), assess insurance suitability and place insurance
Seniority
Entry Level