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Senior Wealth Architect - Tax & Estate Strategy; Remote

Remote / Online - Candidates ideally in
Boise, Ada County, Idaho, 83701, USA
Listing for: Uplevel Entrepreneur
Full Time, Remote/Work from Home position Listed on 2026-11-13
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 150000 - 230000 USD Yearly USD 150000.00 230000.00 YEAR

Job Description & How to Apply Below

Position: Senior Wealth Architect - Tax & Estate Strategy (Remote)

Uplevel By Design seeks a Wealth Architect to lead advanced client strategy across entity structuring, tax positioning, and estate design. This is a strategic, client-facing role with high ownership and execution standards.

You will design and refine entity, trust, and estate structures, align tax and financial strategies, and collaborate with Tax, CFO, and Implementation teams to ensure flawless execution.

We have an opening for a Senior Wealth Architect
- Tax & Estate Strategy (Remote) in United States within IT & Technology, Other.

We are seeking a motivated Senior Wealth Architect
- Tax & Estate Strategy (Remote) to join Uplevel Entrepreneur in United States.

Consider building your career as a Senior Wealth Architect
- Tax & Estate Strategy (Remote) at Uplevel Entrepreneur.

The Senior Wealth Architect
- Tax & Estate Strategy (Remote) position in the IT & Technology, Other field is open for applications.

Position Requirements

10+ Years work experience
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