Morgan Stanley is seeking an experienced estate planning professional to advise ultra-high net worth clients and collaborate with senior strategists and advisors on sophisticated estate and tax planning. The role requires J.D. and 5+ years in trusts/estates within a law or accounting firm, with strong knowledge of U.S.
estate and tax planning strategies. The position involves preparing client-ready materials, analyzing plans, and coordinating with attorneys and accountants to implement
#J-18808-LjbffrEstate Planning VP: UHNW Strategy & Tax Optimization in atlanta at Unknown Company
This position is listed as full time and onsite.