3 - 5+ years of experience in estate planning or wealth strategy
Proven ability to advise high-net-worth clients in a consultative manner
Deep expertise in estate, gift, and income tax strategies
Experience with high-net-worth clients in law firms or family offices
Strong interpersonal skills for advising across generations
Collaborative mindset in a multidisciplinary environment
Entrepreneurial approach to building long-term client relationships
Responsibilities
Partner with wealth management advisors on estate planning strategies
Provide guidance on trusts, gifting, and charitable planning
Translate complex legal concepts into practical client recommendations
Review and analyze client estate plans with actionable insights
Collaborate with investment and legal professionals for integrated solutions
Participate in client meetings as a subject-matter expert
Support advisors in family dynamics and legacy planning
Educate clients through presentations on estate planning topics
Contribute to the development of wealth-focused planning capabilities
Benefits
Collaborative and client-facing work environment
Opportunity to work with high-net-worth clients
Focus on relationship-driven advisory rather than traditional law firm structure
Engagement in continuous professional development
Participation in client education and community events
Full Job Description
We are seeking a Tax & Wealth Strategist to support our Wealth Management division. This individual will work closely with advisors and clients to deliver thoughtful, technically sound tax, estate, and wealth transfer strategies that integrate seamlessly with broader financial planning and investment objectives.
This role is highly collaborative and client-facing and is designed for professionals who enjoy applying deep estate planning expertise in an advisory, relationship-driven environment rather than a traditional law firm structure.
DUTIES AND RESPONSIBILITIES
Partner with MAI wealth management advisors to support clients on estate planning and long-term wealth transfer strategies
Provide guidance on trusts, entity structures, gifting strategies, charitable planning, and multigenerational planning considerations
Translate complex legal, tax, and planning concepts into clear, practical recommendations for clients
Review and analyze client estate plans, delivering clear, client- and advisor-friendly summaries with practical observations and thoughtful recommendations for potential enhancements or updates
Collaborate with investment, planning, tax, and external legal professionals to ensure integrated client solutions
Participate in client meetings as a subject-matter expert, helping elevate overall advisory relationships
Support advisors in navigating family dynamics, succession considerations, and legacy planning goals
Educate clients and advisors through presentations at client events, workshops, or conferences on estate planning strategies and relevant tax and wealth planning topics
Contribute to the continued development of MAI's wealth-focused planning capabilities through collaboration and thought partnership
EXPERIENCE AND CREDENTIALS
JD required; active bar membership a plus
3 - 5+ years of experience in estate planning, trusts and estates, or wealth strategy, either through legal practice or an advisory environment
Demonstrated ability to advise high-net-worth clients in a consultative, relationship-focused manner
Deep technical expertise in estate, gift, income, and generation-skipping transfer tax strategies
Experience working with high-net-worth or ultra-high-net-worth clients in a law firm, family office, or RIA environment
Strong interpersonal and communication skills with the ability to advise across multiple generations
Collaborative, team-oriented mindset with an ability to operate within a multidisciplinary environment
Entrepreneurial approach with a genuine interest in building long-term client relationships
COMPETENCIES
Wealth & Estate Planning Strategy - Advanced expertise in designing and implementing sophisticated estate planning solutions, including irrevocable trusts, gifting strategies, and multigenerational wealth transfer approaches aligned with broader financial planning objectives.
Trusts, Estates & Tax Planning - Strong technical knowledge of estate, gift, and generation-skipping transfer and income tax planning concepts, with the ability to structure tax-efficient solutions across complex client balance sheets and asset types.
Wealth Management Advisory Integration - Experience supporting comprehensive wealth strategies by integrating estate planning considerations with investment management, tax planning, and long-term financial goals in a collaborative advisory environment.
Succession & Legacy Planning - Skilled in advising on succession planning and legacy considerations, helping clients and advisors address continuity, transition, and long-term planning across generations.
Philanthropic & Charitable Planning - Ability to advise on charitable and philanthropic structures, including donor-advised funds, private foundations, and strategic giving vehicles that align with client values and overall wealth plans.
Client Communication & Education - Exceptional ability to translate complex legal, tax, and planning concepts into clear, practical guidance for clients and advisory teams.
Cross-Functional Collaboration - Proven ability to work closely with wealth advisors, investment teams, tax professionals, and external counsel to deliver coordinated, client-centered solutions.
Planning Risk Identification & Mitigation - Strong capability in identifying estate-related risks and structuring solutions that protect assets, support long-term objectives, and adapt to evolving regulatory and tax considerations.
Advisor & Client Relationship Development - Advisory mindset with the ability to build trust and strong working relationships with advisors and sophisticated clients over time.
Strategic & Analytical Thinking - Ability to evaluate complex financial and personal planning scenarios, providing thoughtful, customized strategies that balance technical rigor with client goals.
