2027 Family Office - Estate Planning Advisor Entry Level
Core
Entry-level advisor providing estate planning, tax reduction strategies, and wealth transfer planning for high-net-worth individuals and families.
Role type
Entry-level estate planning and tax advisor
Builds
Personal balance sheets, cash flow projections, tax memorandums, and gift/estate/trust tax returns
Domain
Wealth management, estate planning, and tax advisory
Required skills
Estate planning techniques, tax planning, cash flow projection, tax return preparation (Forms 706, 709, 1041), insurance placement, client consultation
Preferred skills
Accounting or finance internship experience, bilingual Japanese/English or Chinese/English
Technologies
Tax software, financial modeling tools
Responsibilities
Understand estate planning techniques for tax reduction, construct personal balance sheets and cash flow projections, research technical estate/gift/trust tax issues, prepare tax returns, assess insurance suitability and place policies, meet with clients to discuss estate plans
Seniority
Entry-level, hands-on IC
