Technical Tax and Estate Planner
Location: Vienna, Virginia
Description: Keel Point, LLC is looking of Technical Tax and Estate Planner right now, this occupation will be situated in Virginia. Further informations about this occupation opportunity kindly read the description below. One of the nations premier boutique and entrepreneurial Multiple Family Office and Private Wealth Management firms seeks a Technical Tax and Estate Planner to join our team in the Washington, DC metropolitan area! The Technical Tax and Estate Planner (Planner') will lead Keel Points Technical Wealth Solutions Team. The Technical Wealth Solutions Team works integrally with our Wealth Advisors and Family Representatives to advise our ultra-high net worth clients (greater than $25 million). The Planner will be instrumental in providing technical tax and estate planning advice, as well as supervising a team of technical associates. The Responsibilities of the Technical Tax and Estate Planner will include the following: Review, summarize, and maintain trust agreements and wills. Diagram estate plans and various estate planning strategies; Implement Estate Plans including interacting with third party attorneys; Ensure that client entity operations are conducted in a tax efficient manner; Supervise the production of financial plans for clients in the form of Keel Points Family Pro Formas. The family office pro forma is updated semi-annually for each client and includes cash flow detail, balance sheet data, private investment data, income tax projections, estate tax projections, estate plan diagram, and other information in one integrated report; Perform tax projections and tax planning analysis using BNA software; Spearhead annual income tax filings including the compilation of tax information; Manage entity operations for clients including calculating and facilitating quarterly distributions, annuity payments, CLAT gifts, family limited liability distributions, etc. Ensure distributions and payments are made in most tax efficient manner from a gift tax and income tax perspective; Supervise the production of cash flow analyses and liquidity schedules; Provide technical oversight and training to the Keel Point Team in areas of financial planning, estate planning and tax planning; Coordinate with outside centers of influence in the estate planning and tax planning areas to perform technical research and stay abreast of recent developments in these areas; Serve as Keel Points technical resource primarily for the family office team. To a lesser degree, provide technical support to the investment advisory services team and business development team. QualificationsThe ideal candidate will have at least five years experience in the technical areas of income tax and/or estate planning, as well as knowledge or interest in general high net worth client financial planning matters. A legal background is a plus but not a requirement. This is a unique opportunity with a dynamic advisory company. We offer competitive compensation and vacation, medical and dental insurance, employer contribution to 401(k), and a friendly working environment. Salary is negotiable based on experience. Please email your resume and cover letter with salary requirements to Matt Thornett at mthornett@keelpoint.com if you have an interest in learning more about the position.
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If you were eligible to this occupation, please send us your resume, with salary requirements and a resume to Keel Point, LLC.
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This occupation will be opened on: Fri, 06 Jul 2012 12:55:30 GMT
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