Estate and Gift Tax Consultant - Remote

Overview

Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. We are seeking an experienced Estate and Gift Tax Consultant to develop sophisticated spreadsheet models for use across our estate planning platform.

In Short

• Part-time contract role
• Requires deep expertise in estate and gift tax
• Advanced spreadsheet skills needed
• Develop scalable and reusable models
• Enhance tools and user experience
• Collaborative and supportive culture
• Work with a leading FinTech startup
• Dynamic and revenue-generating environment
• Recognized as a Great Place to Work for 2024
• Finalist for Fast Company’s Best Workplaces for Innovators

Requirements

• Expertise in estate and gift tax
• Strong spreadsheet modeling skills
• Experience in financial consulting
• Ability to create scalable models
• Collaborative mindset
• Attention to detail
• Strong communication skills
• Problem-solving abilities
• Experience in FinTech is a plus
• Ability to work independently

Benefits

• Flexible working hours
• Opportunity to work with a leading team
• Innovative work environment
• Professional growth opportunities
• Collaborative culture
• Recognition as a top workplace
• Engaging and supportive team
• Work on impactful projects
• Access to advanced tools and technology
• Competitive compensation