Tax Planning Consultant

Provides specialized wealth planning for HNW/UHNW clients, leveraging expertise to partner with planning professionals and Relationship Managers to deliver comprehensive planning solutions encompassing tax, succession, philanthropic, will, estate and trust planning in connection with overall wealth planning needs. Demonstrates a consultative and collaborative approach in client conversations, develops detailed financial plans, applies regulatory knowledge, and contributes to content development and training materials. Participates in goals-based discovery with clients, ensures data capture and plan creation standards are met, and supports growth and profitability through expert wealth planning services. The role emphasizes expert-level knowledge in wealth planning strategies, collaboration across internal teams, and effective communication of complex planning concepts to clients and advisors.