Private Wealth Tax & Estate Strategy Lead
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Tax Law
One Well seeks a Tax and Estate Strategist to serve as the in-house expert for individual, trust, estate, and gift tax. You will lead tax and estate work streams across a private wealth client base, instruct and manage outside counsel, and own the implementation plan to completion.
The role focuses on Private Wealth clients with support for Endowment and Foundation work where applicable. Senior, client-facing, and comfortable building process where none exists.
Consider building your career as a Private Wealth Tax & Estate Strategy Lead at One Well.
Are you ready to take on the Private Wealth Tax & Estate Strategy Lead role at One Well?
We would love to welcome a new Private Wealth Tax & Estate Strategy Lead to our organisation in Princeton, NJ, United States.
For the Private Wealth Tax & Estate Strategy Lead position at One Well, we are reviewing applications now.
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