United States onlyWealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.
A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!
We are seeking an experienced Estate and Gift Tax Consultant to develop sophisticated spreadsheet models for use across our estate planning platform. This part-time contract role requires deep expertise in estate and gift tax combined with advanced spreadsheet skills to create scalable and reusable models that enhance our tools and user experience.
Responsibilties:
- Develop sophisticated spreadsheet models for complex estate and gift tax scenarios.
- Model advanced gifting strategies, including GRATs, IDGTs, FLPs, and Dynasty Trusts, and strategies with income tax considerations where they are relevant to wealth transfer strategies
- Incorporate Generation-Skipping Transfer Tax (GSTT) and multi-generational planning.
- Ensure accuracy and compliance with tax laws.
- Collaborate with internal teams to ensure seamless integration and usability.
Qualifications:
- JD (Tax Attorney) or CPA specializing in estate and gift tax.
- 5+ years of experience with high-net-worth estate and gift tax planning.
- Expertise in:
- Estate and gift tax planning and reporting
- Generation-Skipping Transfer Tax (GSTT)
- Charitable giving strategies and complex trust structures.
- Advanced Excel skills including complex calculations and financial modeling.
- Excellent communication skills for explaining complex tax scenarios.
- Ability to work 10-15 hours per week with flexibility to respond promptly to requests and follow up questions. Availability one weeknight per week is a plus.
Why Join Us?
- Flexible, part-time contract role
- Remote work
- Contribute to an innovative estate planning platform used by financial advisors and attorneys
- Collaborate with a forward-thinking team at the forefront of estate planning innovation.
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
