Atlanta or St. Petersburg or Oakdale or La Vista or Scottsdale or

Senior Estate Planning Strategist

Remote$130,000 - $150,000/yrPosted 3 weeks ago

Job details

Location
Atlanta or St. Petersburg or Oakdale or La Vista or Scottsdale or
Work type
Remote
Compensation
$130,000 - $150,000/yr
Posted
3 weeks ago
Apply on
advisorgroup.wd1.myworkdayjobs.com

About this role

10+ years practicing law in trusts and estates; J.D. required; deep knowledge of federal estate, gift, and GST tax; experience with estate planning documents and corporate tax returns; proficiency in Microsoft Office; valid work authorization without sponsorship.

What you'll do at Osaic:

  • reviewing estate documents
  • educating advisors
  • developing planning resources

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About Osaic

Atlanta or St. Petersburg or Oakdale or La Vista or Scottsdale or