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Estate & Tax Strategist UHNW Families

Job in Harmonville, Montgomery County, Pennsylvania, USA
Listing for: Legacy Advisors
Full Time position
Listed on 2026-10-20
Job specializations:
  • Law/Legal
    Tax Law
Salary/Wage Range or Industry Benchmark: 150000 - 210000 USD Yearly USD 150000.00 210000.00 YEAR
Job Description & How to Apply Below
Position: Estate & Tax Strategist for UHNW Families
Location: Harmonville

Legacy Advisors, LLC seeks a highly experienced Legal & Tax Strategist to serve as the legal and tax resource for client teams handling advanced estate, trust, and charitable planning. This hands-on role focuses on strategy and client impact, collaborating with outside counsel to prepare documents and optimize outcomes.

Ideal candidates bring 8+ years in estate and tax planning, with bar admission and credentials in estate planning.

The following role is for a Estate & Tax Strategist for UHNW Families with Legacy Advisors.

This opportunity is part of our work in Legal, Management & Operations.

The advertised compensation is 150..

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Estate & Tax Strategist for UHNW Families role in the description above.

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