Private Client Services Planning Specialist

Company: Withum
Location: East Brunswick
Posted on: January 17, 2022

Job Description:

Looking to work at a firm that encourages a work life balance and a path to Partnership?

WithumSmith+Brown, P.C., is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM---in today's modern business landscape.--- Withum empowers clients with innovative tools and solutions to address their accounting, tax and overall business management needs. Withum is a place where talent thrives. We recruit only the best and brightest people, with a genuine passion for the business.

As a Private Client Services Planning Specialist with Withum, you will be responsible for delivering the firm's estate planning, financial planning and business succession planning services to clients and prospective clients, helping them identify, prioritize and achieve their long term goals.

Withum's brand is a reflection of our people, our culture and our strength. We have become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the---Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

Key Responsibilities
Review clients' estate planning and trust documents and advise client and clients' attorneys and other outside financial advisors on content and technical matters, suggesting changes if appropriate.
Identify potential trust, gift and estate and related tax issues for clients and serve as a resource for clients and clients' attorneys and other financial advisors.
Prepare tax memorandums or tax planning letters for clients with recommendations to accompany estate plan overviews, incorporating (where appropriate) flow charts, projections and other summaries.
Serve as technical resource for estate planning and transfer tax issues and ideas.
Answer questions on an ad hoc basis regarding clients' trust and estate planning.
Work with Withum partners to develop business opportunities with new and existing clients
Develop and present Withum materials and lead wealth transfer discussions in a compelling manner
Structure and present financial plans/presentations in a simple to understand conversational manner for clients
Must be comfortable working with affluent and high net worth individuals/families, and have experience with financial planning, investments, income tax and wealth transfer strategies
Train and develop Withum staff to assist in the planning process

Qualifications
Extensive experience with complex High Net Worth individual and closely held business owners
High net worth tax or estate planning experience
Business succession planning experience
Bachelor's degree required; MBA, LLM, and/or Certified Financial Planner (CFP) professional designations strongly preferred

Job Expectations
Ability to travel to all Withum offices including CA, FL, DC and MA.
In addition to fulfilling professional continuing education requirements, the Planner is expected to stay up to date on legal and estate planning trends by attending seminars and conferences, by conducting research and by reviewing relevant legal, tax, financial planning, and trust and estate publications.

Withum will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or because he or she is a protected veteran.

Keywords: Withum, East Brunswick , Private Client Services Planning Specialist, Other , East Brunswick, New Jersey