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Open to interestListed 1mo ago
Senior Estate and Tax Specialist
Vanguard
Full-timeSenior
$1,15,817 – $1,15,817 per year · Estimated📍 Dallas, Texas
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Job Description
\n Senior Estate and Tax Specialist \n \n 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. \n \n Duties and Responsibiliti…
Required Skills
Estate PlanningTax PlanningTrust AdministrationWealth ManagementFinancial Planning
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