Are you an experienced income tax professional? Does partnering with financial advisors and their largest and best clients on estate and financial planning issues motivate you? We are looking for someone like you to:

• partner with the Advanced Planning team (comprised of former practicing estate planning attorneys and tax professionals) and financial advisors to proactively engage clients and prospects with a net worth of $100mm and above in a dialogue surrounding advanced income tax strategies, and the integration of those strategies with their estate plan and investment portfolios
• prepare comprehensive analysis and review of a client's income tax planning (on an individual and entity basis)
• assist clients with establishing family offices and educate clients on opportunities for additional planning and review of estate planning structures