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Senior Tax and Wealth Planning Specialist

Vanguard

The Vanguard Group is one of the world’s largest investment companies, advising clients and the general public on savings, investment, retirement, personal finance, the economy, and much more.

Advance our mission, one client at a time

As a Senior Tax and Wealth Planning Specialist, you’ll be part of a team advising our Personal Advisor Services (PAS) Ultra High Net Worth (UHNW) clients and their families through their unique and complex investment journeys by providing advanced estate planning, income tax and financial planning analysis. You will provide trusted advice, education and a world class client experience and play an instrumental role in making sure the assets our clients have worked hard to accumulate benefit the people or organizations they care about the most.

In this role, you will

  • Leverage expert knowledge of complex income and estate tax and financial planning topics to develop holistic solutions for clients with net worth of $15MM+, focused on advanced estate, wealth transfer and income tax planning strategies; executive compensation issues; business owner transition; asset protection; insurance planning; and suitability of prospective trusteeships.
  • Review and analyze complex income tax returns and estate and wealth planning documents.
  • Communicate effectively with and accurately interpret ideas, information, and of complex ultra-high net worth clients and families.
  • Maintain an understanding of financial, estate, and income tax planning topics; and stay current with personal income and wealth transfer tax laws and wealth management industry trends and competitive offerings.
  • Supports Wealth & Estate Planning Services in its effort to build and develop wealth planning acumen of Personal Advisor Services’ UHNW advisors. Possess strong relationship management and team building skills, and views team concept as critical to model.
  • Participate in special projects and performs other duties as assigned.

What it takes

  • Knowledge of wealth management industry trends and developments
  • Strong client relationship, communication, leadership, and interpersonal skills.
  • Proven ability to identify opportunities and execute solutions both strategically and tactically.
  • Proven ability to work with tenured financial professionals, and relationship managers in team environment, and facilitate a collaborative environment.
  • Undergraduate degree in finance related discipline. or equivalent combination of training and experience.
  • Master’s in taxation, LLM, or JD preferred. CFP preferred.
  • Minimum of 9 years of progressive advanced income and estate tax planning experience, including depth of experience working with ultra-high net worth clientele of $15MM+, or equivalent work experience demonstrating technical competence in advanced income and estate planning strategies
  • Proficient in Microsoft applications – Word, PowerPoint, and Excel.
  • Ability to travel 20 – 30%.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so, can you.
We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard’s core purpose.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Special Factor

Vanguard is not offering visa sponsorship for this position.
You should be aware this will designate you as an Advisor Access Person and carries with it certain responsibilities and restrictions. Reference the Code of Ethics Policy for further details.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard’s core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Future of Work

During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.

As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.

When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).

The working model that your role falls into will be communicated to you in the interview process – please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.

To apply for the job click here

Senior Tax and Wealth Planning Specialist

To apply for the job click here

Contact us

Vanguard

The Vanguard Group is one of the world’s largest investment companies, advising clients and the general public on savings, investment, retirement, personal finance, the economy, and much more.

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