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Join a fast-growing wealth management firm launching a new Tax and Estate Planning team. This is a high-visibility, entry-level role supporting high-net-worth clients and working directly with senior professionals. Clear path for growth, strong mentorship.
Job Responsibility:
Support tax and estate planning projects, including data gathering and projections
Prepare estate and trust summaries and review entity structures
Draft client-ready materials and coordinate team workflows
Manage key administrative tasks and keep deliverables on track
Conduct research and provide analytical support across the department
Serve as an initial point of contact for select requests
Requirements:
Bachelor’s degree in finance, accounting, economics, business, or related field
2+ years of taxation experience with HNWI
Strong analytical skills
Excel proficiency required
Detail-oriented with the ability to manage deadlines
Professional communication skills and strong ownership mindset