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AI-Powered Trust & Estate Tax Strategist
Job in
Wayne, Passaic County, New Jersey, 07474, USA
Listed on 2026-07-27
Listing for:
Lumida Wealth
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Tax Law
Job Description & How to Apply Below
Lumida Wealth is building a next-generation wealth management firm focused on integrating investments, tax planning, estate planning, and technology for affluent clients. We seek a licensed CPA passionate about proactive tax planning, trust and estate strategies, and using AI to deliver better outcomes.
You will work directly with clients, advisors, and estate planning attorneys to uncover sophisticated planning opportunities, prepare tax returns, and provide strategic guidance throughout the
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