Trusts and Estates/Tax Planning Partner Job in Baltimore, MD - 143440 | BCGSearch.com

Trusts and Estates/Tax Planning Partner

Type Full-Time

Location Maryland - Baltimore

Job ID XPD5143440

Skills Trusts and Estates

2020-11-20 11:54:17
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Baltimore office of our client seeks trusts and estates/tax planning partner to lead the estate planning practice. The candidate must have substantial experience handling a wide array of estate planning and tax mitigation issues working with high and ultra high net worth clients on a regular basis. The candidate will be counseling and advising clients with respect to estate planning and wealth preservation issues. Most clients exceed the federal estate tax exemption. Formulating creative strategies that lead to substantial tax savings. Working closely with team members in a collegial atmosphere to maximize value provided to clients. Estate administration experience is preferred. Should have computer knowledge, primarily the Microsoft office suite and some database programs. The ideal candidate should have at least $150,000+ of portable business.

Your information will not be forwarded to any employers at this time. A recruiter will contact you with more information once our internal review of your resume is completed.

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