Carson Wealth in Omaha, Nebraska seeks a senior technical authority on estate, wealth transfer, philanthropic, and business succession strategies to guide advisors and clients. You will design advanced estate plans, working with tax professionals and external legal counsel to implement strategies.
The role requires staying current with tax law changes and leading complex engagements across multiple offices.
#J-18808-LjbffrSenior Estate Planning Strategist in omaha at Unknown Company
This position is listed as full time and onsite.