Elevate your career as a Senior Bilingual Wealth Tax Strategist. Engage in impactful tax and estate planning while leading client consultations under a flexible hybrid work schedule.
This senior role involves meeting with wealth advisors and clients to design innovative tax strategies. You will coordinate implementations and manage relationships with various professionals to ensure streamlined processes. Your contribution includes developing industry-leading standards in wealth planning services and presenting insights to clients and stakeholders.
Key Responsibilities:
• Consult wealth advisors on complex tax matters
• Implement bespoke tax and estate strategies for clients
• Prepare resources and conduct client seminars
• Analyze tax law changes affecting clients
• Train staff on tax strategies and best practices
Requirements:
• Minimum 7 years of tax and estate planning experience
• University degree or equivalent work experience
• Bilingual in Englis...