Tax and Wealth Planning Specialist
Join Vanguard's cutting-edge Wealth Management Team! You will collaborate with our financial advisors to provide complex wealth and tax planning consultations to Vanguard's Ultra High Net Worth and High Net Worth clients.
The Tax and Wealth Planning Specialist:
Supports internal financial advisors in providing holistic financial and income and estate tax planning consultations to a wide spectrum of ultra-high net worth clients.
Develops an understanding of the client's financial situation and goals.
Works with the clients' advisors to coordinate and ensure consistent delivery of financial planning services.
Topics for consultation would include, but not limited to:
Income Tax, Estate Tax Planning and Retirement Planning.
Understands and analyzes client's circumstances and objectives, reviews client's estate wealth planning documents (estate planning, income tax, and other related documents) and makes appropriate recommendations aligned with the client's goals.
Educates client with respect to advanced wealth planning strategies and issues.
Articulates technical concepts in an understandable way.
Documents and communicates to clients and internal business partners.
Serves as a departmental subject matter expert on wealth planning topics.
Maintains an in-depth understanding of compliance, regulatory and departmental policies, and procedures.
Maintains in-depth understanding of the competitive landscape and market trends.
Participates in special projects and performs other duties as assigned.
What it takes:
Undergraduate degree in finance-related discipline.
Master's in taxation or Juris Doctorate or CPA a plus.
Minimum of seven years of progressive estate planning and income tax planning experience consulting with ultra-high net worth clientele.
CFP(R) preferred.
Proven ability to practice discretion in confidential matters.
Proven ability to effectively communicate with clients and other crew members at all levels.
Strong verbal and written communication skills.
Excellent writing, speaking and client relationship skills.
Proficient in Microsoft applications - Word, PowerPoint, and Excel.
Up to 10% travel About Vanguard We are Vanguard.
Together, we're changing the way the world invests.
For us, investing doesn't just end in value.
It starts with values.
Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return.
We invest with purpose - and that's how we've become a global market leader.
Here, we grow by doing the right thing for the people we serve.
And so can you.
We want to make success accessible to everyone.
This is our opportunity.
Let's make it count.
Inclusion Statement Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture.
Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement:
Do the right thing.
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve.
We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.
Our core purpose:
To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position.
Recommended Skills Certified Financial Planner Communication Finance Financial Planning Income Tax Market Trend Estimated Salary: $20 to $28 per hour based on qualifications.
The Tax and Wealth Planning Specialist:
Supports internal financial advisors in providing holistic financial and income and estate tax planning consultations to a wide spectrum of ultra-high net worth clients.
Develops an understanding of the client's financial situation and goals.
Works with the clients' advisors to coordinate and ensure consistent delivery of financial planning services.
Topics for consultation would include, but not limited to:
Income Tax, Estate Tax Planning and Retirement Planning.
Understands and analyzes client's circumstances and objectives, reviews client's estate wealth planning documents (estate planning, income tax, and other related documents) and makes appropriate recommendations aligned with the client's goals.
Educates client with respect to advanced wealth planning strategies and issues.
Articulates technical concepts in an understandable way.
Documents and communicates to clients and internal business partners.
Serves as a departmental subject matter expert on wealth planning topics.
Maintains an in-depth understanding of compliance, regulatory and departmental policies, and procedures.
Maintains in-depth understanding of the competitive landscape and market trends.
Participates in special projects and performs other duties as assigned.
What it takes:
Undergraduate degree in finance-related discipline.
Master's in taxation or Juris Doctorate or CPA a plus.
Minimum of seven years of progressive estate planning and income tax planning experience consulting with ultra-high net worth clientele.
CFP(R) preferred.
Proven ability to practice discretion in confidential matters.
Proven ability to effectively communicate with clients and other crew members at all levels.
Strong verbal and written communication skills.
Excellent writing, speaking and client relationship skills.
Proficient in Microsoft applications - Word, PowerPoint, and Excel.
Up to 10% travel About Vanguard We are Vanguard.
Together, we're changing the way the world invests.
For us, investing doesn't just end in value.
It starts with values.
Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return.
We invest with purpose - and that's how we've become a global market leader.
Here, we grow by doing the right thing for the people we serve.
And so can you.
We want to make success accessible to everyone.
This is our opportunity.
Let's make it count.
Inclusion Statement Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture.
Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement:
Do the right thing.
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve.
We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.
Our core purpose:
To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.
We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position.
Recommended Skills Certified Financial Planner Communication Finance Financial Planning Income Tax Market Trend Estimated Salary: $20 to $28 per hour based on qualifications.
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