Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

VP Estate Planning Strategist & Tax Strategy Lead

$110k - $190k

PowerToFly

PowerToFly is looking for an Estate Planning Strategist, Vice President based in Atlanta. The role involves collaborating with senior strategists and financial advisors to provide expert guidance on estate and tax planning to high-net-worth clients. The ideal candidate has a J.D. and at least 5 years of experience in trusts and estates. The expected salary ranges from $110,000 to $190,000 per year, with additional commission and bonuses included in the compensation package. #J-18808-Ljbffr PowerToFly

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the VP Estate Planning Strategist & Tax Strategy Lead in Atlanta, GA vacancy
  • Responsibilities And Skills To work with senior estate planning strategists and teams of investment professionals...  ...focusing on estate, gift and income tax planning. More Specifically Working...  ...summaries of documents and various strategies. Work with team analysts to prepare... 
    Tax
    Temporary work

    Morgan Stanley

    Atlanta, GA
    12 hours ago
  • A leading financial services firm is looking for a Vice President in Wealth Planning and Advice in Atlanta. The role focuses on providing tailored...  ...financial planning and tax strategies to clients, requiring extensive knowledge in tax and estate laws. Candidates must have a... 
    Tax

    JPMorgan Chase & Co.

    Atlanta, GA
    2 days ago
  • $110k - $190k

    Morgan Stanley is seeking an experienced professional for an estate planning role in Atlanta, GA. Candidates must hold a J.D. and have a...  ...and accountants. Knowledge of U.S. estate planning and tax strategies is essential. The expected base pay ranges from $110,000 to... 
    Tax

    Morgan Stanley

    Atlanta, GA
    2 days ago
  •  ...Estate Planning Strategist, Vice President Responsibilities and Skills To...  ...on estate, gift and income tax planning. More specifically...  ...of documents and various strategies Working with team...  ...first, doing the right thing, leading with exceptional ideas, committing... 
    Tax
    Temporary work

    Morgan Stanley

    Atlanta, GA
    5 days ago
  •  ...A leading utility services firm in Atlanta seeks a Vice President of Treasury, Tax, and Mergers & Acquisitions to manage financial stability...  ..., leading acquisition strategies, and ensuring adherence to tax...  ...organization and a key role in financial planning. #J-18808-Ljbffr... 
    Tax

    Osmose Utilities Services, Inc.

    Atlanta, GA
    4 days ago
  • A leading professional services firm in Atlanta seeks a Resource Management Senior Specialist for Tax. This role involves driving workforce planning, engagement delivery, and aligning staffing strategies with business goals. Candidates must have 4+ years of experience in... 
    Tax
    Flexible hours

    Armanino LLP

    Atlanta, GA
    3 days ago
  • A technology company focused on homeownership is seeking an experienced Property Tax Advisor to guide them in the Georgia market. This hourly, contract-based role is ideal for someone with in-depth knowledge of Georgia's property tax protesting system. Responsibilities... 
    Tax
    Hourly pay
    Contract work

    Abode Money

    Atlanta, GA
    3 days ago
  •  ...competitive position, long-term strategy, and shorter-term tactics to...  ...contribute to the company's strategic planning process; driving quality work-...  ...consulting engagements and lead projects of moderate risk and...  ...death and dismemberment, tax‑preferred savings accounts, and... 
    Tax
    Full time
    Part time
    Work at office
    Remote work
    Relocation
    Relocation package

    Cooper Lighting Solutions

    Atlanta, GA
    4 days ago
  • Advisor Group seeks a Senior Financial Planning Strategist to join their High Net Worth Planning Services team. Candidates...  ...knowledge of financial planning concepts, especially in Estate Planning, Business Planning, and Tax Planning. This full-time role requires at least 10... 
    Tax
    Full time
    Work at office

    Advisor Group

    Atlanta, GA
    3 days ago
  • $73k - $95k

     ...Atlanta is seeking a Consultant to lead and develop business strategies across various industries. The role...  ...of our team, you will mentor other strategists and build project roadmaps to ensure...  ...benefits including health coverage and a 401(k) plan. #J-18808-Ljbffr Slalom

    Slalom

    Atlanta, GA
    4 days ago
  • Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities...  ...with field management to solidify regional strategies and subsequently advise the field on how to execute... 
    Tax
    Work at office
    Local area

    Aumni

    Atlanta, GA
    3 days ago
  • A leading financial institution in Atlanta is seeking a Vice President, Investment Product Specialist to enhance advisor development and client satisfaction. In this role, you will present on capital markets, manage relationships with 300-400 advisors, and coordinate workshops... 

    JPMorganChase

    Atlanta, GA
    2 days ago
  • A leading recruiting firm is seeking a highly skilled Tax Manager in Atlanta, GA. The role involves overseeing client assignments, reviewing intricate tax filings, and mentoring a team in a dynamic setting. Candidates must hold a Bachelor's degree in Accounting and an active... 
    Tax

    The Agency Recruiting

    Atlanta, GA
    3 days ago
  • $130k - $185k

     ...working world. EY-Parthenon – Strategy and Execution – Commercial Strategy...  ...integration strategies and plans, identify ways to maximize...  ...be a vital member of the team leading and executing strategy development...  ...in assurance, consulting, tax, strategy and transactions. Fueled... 
    Tax
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    Ernst & Young Oman

    Atlanta, GA
    4 days ago
  • Cardinal Health is seeking a Global Tax Planning Senior Analyst to join their team in Atlanta, Georgia. This role involves developing global tax strategies and analyzing the impacts of business changes. Ideal candidates will possess at least 3 years of global tax experience... 
    Tax

    Cardinal Health

    Atlanta, GA
    12 hours ago
  • $95.5k - $195.4k

     ...Atlanta, Georgia, is looking for a highly motivated Federal Tax Manager to join its Lead Tax Services group. You'll provide strategic tax...  ...relationships, leading projects, and developing innovative tax planning strategies. A Bachelor's degree in Accounting and an active CPA... 
    Tax

    Crowe

    Atlanta, GA
    2 days ago
  • A multi-national company is seeking a Tax Manager to drive tax research and optimization across strategic business initiatives. The role involves collaborating with Business Development, Legal, and Accounting teams to evaluate tax impacts. Candidates should possess a Bachelor... 
    Tax

    AquantUs, LLC

    Atlanta, GA
    4 days ago
  • The Home Depot is seeking a Tax Manager responsible for managing US Federal income tax matters, including M&A and IRS controversy. The role involves leading strategic tax projects and ensuring compliance with tax regulations. Candidates should have 5+ years of relevant... 
    Tax
    Work at office
    Night shift

    The Home Depot

    Atlanta, GA
    4 days ago
  •  ...Services is seeking a Vice President of Tax in Atlanta, GA. This high-impact leadership role offers the chance to develop tax strategies aligned with business objectives and require...  ...or Tax. Key responsibilities include leading global compliance efforts, supporting M&A... 
    Tax

    Vaco Recruiter Services

    Atlanta, GA
    5 days ago
  •  ...Unifi Aviation, LLC is seeking a VP of Global Tax to develop and implement tax strategies while ensuring compliance with international and domestic laws. This role oversees a global tax team and collaborates with senior management to align tax objectives with business... 
    Tax

    Unifi Aviation, LLC

    Atlanta, GA
    1 day ago
  • A leading global financial services firm in Atlanta seeks a Vice President, Investment Product Specialist to enhance advisor relationships...  ...of sales experience. The candidate will present investment strategies, coordinate workshops, and maintain territory management while... 

    JPMorgan Chase & Co.

    Atlanta, GA
    2 days ago
  • $85k - $95k

     ...A leading analytics firm in Atlanta is seeking a Lead Analyst to spearhead analytics and measurement solutions. This role involves...  ...building robust data foundations, implementing data aggregation strategies, and enhancing conversion optimization. Candidates should have... 

    Croud

    Atlanta, GA
    5 days ago
  •  ...Vice President of Tax Atlanta, GA We are recruiting on behalf of a global industrial...  ...class Tax function. Responsibilities Leading all domestic and international tax compliance...  ...Developing and executing tax planning strategies aligned with business growth and risk objectives... 
    Tax

    Vaco Recruiter Services

    Atlanta, GA
    5 days ago
  • $101k - $200k

     ...Training will serve as the firm's leading expert on life insurance planning strategies, legislative developments, and advanced...  ...strategies across business, estate, and personal planning contexts....  ...Monitor pending legislation, tax developments, and regulatory trends... 
    Tax

    National Financial Partners

    Atlanta, GA
    3 days ago
  •  ...Wealth Strategist We're looking for a seasoned and client...  ...financial plans for high-net-worth (HNW...  ...What You'll Do Lead discovery meetings to...  ...investment, retirement, estate, tax, risk management, and business succession strategies. Partner with legal... 
    Tax
    Full time
    Local area
    Remote work

    United Community Bank

    Atlanta, GA
    13 days ago
  •  ...information Job Title VP of Tax Date Monday,...  ...and implementing global tax strategies, ensuring compliance with international...  ...company's tax position, and leading a global tax team. This role...  ...in the development of tax planning initiatives and the... 
    Tax
    Local area

    Unifi Aviation, LLC

    Atlanta, GA
    3 days ago
  • $161.4k - $282.5k

     ...Lead Product Strategist, Insurance Rating & Pricing Category: Analytics and Emerging Digital Technologies...  ...at the intersection of business strategy, technology, and product leadership....  ...contributions through the 401(k) plan and the share purchase plan . Paid... 
    Full time
    Local area
    Remote work
    Worldwide

    CGI Technologies and Solutions, Inc.

    Atlanta, GA
    2 days ago
  •  ...chain solutions company in Atlanta is seeking an International Tax Accountant to maintain tax compliance and prepare tax provisions...  ...Bachelor's degree in Accounting. Join a dynamic team and contribute to innovative tax strategy development. #J-18808-Ljbffr JAS Worldwide, Inc.
    Tax
    Worldwide

    JAS Worldwide, Inc.

    Atlanta, GA
    3 days ago
  • $135k - $160k

     ...Senior Advanced Financial Planning Opportunity in Financial Services...  ...Senior Financial Planning Strategist, High Net Worth Planning Services...  ...planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should... 
    Tax
    Full time
    For contractors
    Work at office

    Advisor Group

    Atlanta, GA
    4 days ago
  • $161.4k - $282.5k

    Lead Product Strategist, Insurance Rating & Pricing Category: Analytics and Emerging Digital Technologies...  ...at the intersection of business strategy, technology, and product leadership. You...  ...contributions through the 401(k) plan and the share purchase plan Paid time... 
    Full time
    Local area
    Worldwide

    CGI Technologies and Solutions, Inc.

    Atlanta, GA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to VP Estate Planning Strategist & Tax Strategy Lead. Be the first to apply!