Tax Modeling Specialist

Summary

Join Wealth.com, a leading estate planning platform, as a Tax and Financial Modeling Specialist. Develop sophisticated spreadsheet models for complex estate and gift tax scenarios, focusing on transfer taxes. Model advanced gifting strategies and incorporate Generation-Skipping Transfer Tax (GSTT). Ensure accuracy and compliance with tax laws, anticipating customer demands. Collaborate with internal teams for seamless integration and educate others on model uses. This full-time, fully remote role requires a JD (Tax Attorney) and/or CPA with 5+ years of high-net-worth estate and gift tax planning experience and advanced Excel skills. The salary range is $150,000-$200,000 annually.

Requirements

• 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

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
• 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

Benefits

• 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!