layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Senior Estate and Tax Specialist
Vanguard
Malvern, PA; Charlotte, NC; Dallas/Ft. Worth, TX; Scottsdale, AZ
Source: Vanguard careers · View original posting
- Employment
- full time
Employer job description
From Vanguard's posting. “We” and “our” refer to the employer.
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 transfer strategies, multigenerational planning, charitable giving, asset protection, and/or tax planning. Develop client presentation materials and demonstrate exceptional professional presence and relationship management skills.
Deliver expert consultative services to advised Wealth Management clients and prospective clients with highly complex financial circumstances. Evaluate planning structures and legal entities as planning solutions for estate and tax planning consultations, evaluate tax returns and tax strategies, analyze client objectives for all consultation types, and recommend strategies aligned with their goals and needs.