UHNW Estate & Tax Planning Strategist
Listed on 2026-10-06
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Finance & Banking
Morgan Stanley is seeking an experienced trusts and estates attorney to advise ultra high net worth clients on estate, gift, and income tax planning while collaborating with Financial Advisors across the country.
You will simplify complex legal topics, review and tailor estate planning documents, model strategies, and coordinate with clients’ attorneys and accountants to implement comprehensive plans. Travel is required.
Consider building your career as a UHNW Estate & Tax Planning Strategist at Morgan Stanley.
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This posting is for the UHNW Estate & Tax Planning Strategist role at Morgan Stanley, based in Purchase, NY, United States.
We are looking to fill the UHNW Estate & Tax Planning Strategist position at Morgan Stanley in Purchase, NY, United States.
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