About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

Confidential Client is hiring an entry-level Estate Planning Advisor to gain hands‑on experience supporting high‑net‑worth clients and family offices. In this role you will work with advisors and tax professionals to deliver estate, gift, and trust planning support.

• Understand estate planning techniques and how they support tax reduction strategies.
• Assist with construction of personal balance sheets and cash flow projections; review client documents and meet with clients to discuss existing estate plans.
• Research technical estate, gift, and trust income taxation issues and prepare tax memoranda.
• Prepare gift tax returns (Form 709), estate tax returns (Form 706) and trust income tax returns (Form 1041).
• Create practice tools, materials, and presentations on estate tax topics for client and internal use.
• Assess insurance suitability and coordinate with brokers/carriers to place appropriate coverage.
• Collaborate across teams (advisory, tax, trust) to provide integrated client solutions.

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What We’re Looking For

Candidates who will succeed in this role typically have:

• Bachelor’s degree with emphasis in accounting, finance, or related business curriculum. (Pursuing a JD is optional.)
• Academic success (minimum cumulative GPA of 3.0 preferred).
• Strong interest in wealth transfer planning, estate/gift tax, trusts and insurance.
• Detail-oriented mindset with excellent client service, written and verbal communication, and problem-solving skills.
• Internship experience in accounting, finance, or related fields preferred but not required.
• Willingness to learn, ask questions, and contribute to client deliverables and practice development.

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Compensation & Benefits

Compensation varies by geography and experience. The source posting lists a compensation range for some states (CO, IL, MA): $80,000 - $83,000. Compensation for positions located in Michigan may differ based on market and candidate factors.

Benefits highlights (eligibility may vary by hours worked and role):

• Health, dental, and vision insurance
• Disability and life insurance
• 401(k) plan
• Flexible Time Off and paid holidays
• Flexible benefits plans, business travel reimbursement
• Discretionary bonus plan (where eligible)

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Workplace & Travel

• Confidential Client generally follows an in-person‑first model with flexibility to work with supervisors and teams to determine the optimal daily work setting.
• This exempt role may require local, national, and occasional international travel.

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Legal & Hiring Notes

• Confidential Client is committed to a diverse and inclusive workplace and is an Equal Opportunity Employer.
• This is a drug‑free workplace.
• Candidates must be legally authorized to work in the United States without sponsorship, except qualified bilingual candidates in Japanese/English or Chinese/English (per the source).
• Under Colorado’s Job Application Fairness Act, applicants may redact age or education dates from submitted documents if applying for positions in Colorado.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.