JD (Tax Attorney) and/or CPA specializing in estate and gift tax., 5+ years of experience with high-net-worth estate and gift tax planning., Advanced Excel skills including complex calculations and financial modeling., Excellent communication skills for explaining complex tax scenarios..
Key responsibilities:
Develop sophisticated spreadsheet models for complex estate and gift tax scenarios.
Model advanced gifting strategies, including GRATs, IDGTs, FLPs, and Dynasty Trusts.
Ensure accuracy and compliance with tax laws.
Collaborate with internal teams to ensure seamless integration and usability of product features.
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Wealth.com is the industry’s leading estate planning platform. The ecosystem empowers financial advisors to provide a modern, comprehensive and sophisticated estate planning solution to their clients. Wealth.com’s in-house trust and estate attorneys have designed and maintained the platform to deliver the legal rigor and quality that is expected from top firms, all easily accessed by both advisor and client in a collaborative digital ecosystem. Wealth.com is optimized for, and available in, all 50 U.S. states and D.C.
Wealth.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 a tax and financial modeling specialist to develop sophisticated spreadsheet models for use across our estate planning platform. This full-time role requires deep expertise in building tax calculations and tax research, with a particular emphasis on transfer taxes (estate, gift and generation-skipping transfer taxes). Advanced skills with spreadsheets is a requirement. The models would be embedded into our software products.
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.
Ability to anticipate and meet customer demands for the type and functionalities of models based on current concerns and trends in wealth transfer planning
Collaborate with internal teams to ensure seamless integration and usability of product features.
Break down complex concepts into case studies and other examples to educate and illustrate uses for calculations for sales, customer success, customers and other constituents
Qualifications:
JD (Tax Attorney) and/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.
Why Join Us?
Competitive Salary.
Fully remote, flexible work environment. We do however meet together in person several times a year.
Full medical and dental benefits.
Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged.
Paid Parental Leave.
Company equity managed through Carta.
401k with Match and 100% vesting upon hire.
Free estate planning!
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.
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Spoken language(s):
English
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