Estate/Gift Tax Spreadsheet Consultant

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Wealth

📍Remote - United States

Summary

Join Wealth.com, a leading estate planning platform, as an experienced Estate and Gift Tax Consultant. This part-time, remote contract role offers the opportunity to develop sophisticated spreadsheet models for complex estate and gift tax scenarios, utilizing your expertise in advanced gifting strategies and tax laws. You will collaborate with internal teams to ensure seamless integration and usability. The ideal candidate possesses a JD (Tax Attorney) or CPA specializing in estate and gift tax, with 5+ years of experience in high-net-worth estate and gift tax planning. This position provides flexibility and a competitive hourly rate. Contribute to an innovative platform used by financial advisors and attorneys, collaborating with a forward-thinking team.

Requirements

  • JD (Tax Attorney) 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
  • Expertise in: Generation-Skipping Transfer Tax (GSTT)
  • Expertise in: Charitable giving strategies and complex trust structures
  • Advanced Excel skills including complex calculations and financial modeling
  • Excellent communication skills for explaining complex tax scenarios
  • Ability to work 10-15 hours per week with flexibility to respond promptly to requests and follow up questions

Responsibilities

  • 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
  • Collaborate with internal teams to ensure seamless integration and usability

Preferred Qualifications

Availability one weeknight per week

Benefits

  • Flexible, part-time contract role
  • Remote work
  • $150 - $250 an hour

Remote

Finance & Legal

Mid-level

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