Adviseur Estate Planning
On-siteDordrecht, South Holland, The Netherlands or Oud-Beijerland, South Holland, The Netherlands
Job Summary
Lead estate planning advisory for entrepreneurs, DGA's, and wealthy families by guiding complex cases across wealth transfer, business succession, wills, and marital property law. Direct advisory projects from analysis through implementation, integrating fiscal and civil law aspects into actionable solutions. Collaborate with notaries, accountants, and colleagues to deliver integrated advice, identify growth opportunities within existing client relationships, and contribute to the firm's professional development. Work independently with a mobile phone and vehicle allowance provided. Requires a Wo-education in Fiscal Law, Fiscal Economics, or Notarial Law with 6–10 years of relevant experience.
Required Qualifications
- Wo-opleiding Fiscaal Recht, Fiscale Economie of Notarieel Recht
- 6 tot 10 jaar relevante ervaring binnen de fiscale of estate planning praktijk
- Ervaring met complexe klantadviestrajecten en multidisciplinaire samenwerking
- Sterke fiscale en civielrechtelijke basis (o.a. erf- en schenkbelasting, huwelijksvermogensrecht)
- Sterke in relatiebeheer, advies en het signaleren van commerciële kansen
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