Wealth Transfer Architect: Tax & Estate Planning
Listed on 2026-10-07
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Finance & Banking
Tax Law
The Juris Agency seeks a Tax and Estate Strategist to serve as the in-house expert on individual, trust, estate, and gift tax for private wealth clients, coordinating across the client base. This senior, client-facing role leads strategy, guides outside counsel and tax preparers, and owns the implementation plan through to completion, with a focus on UHNW families and multi-entity structures.
The position emphasizes building firm IP—playbooks, model structures, and client-ready materials—while
We invite applications for the Wealth Transfer Architect:
Tax & Estate Planning position located in North Bethesda, MD, United States.
The following role is for a Wealth Transfer Architect:
Tax & Estate Planning with The Juris Agency.
Our team is growing, and we are hiring a Wealth Transfer Architect:
Tax & Estate Planning in North Bethesda, MD, United States.
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