Wealth Transfer Architect: Tax & Estate Planning
juris agencySilver Spring (MD)
Wealth Transfer Architect: Tax & Estate Planning
Posted 11 days ago
juris agencySilver Spring (MD)
SENIORITY
Lead
About the role
The Juris Agency seeks a Tax and Estate Strategist to serve as the in-house expert on individual, trust, estate, and gift tax for private wealth clients, coordinating across the client base. This senior, client-facing role leads strategy, guides outside counsel and tax preparers, and owns the implementation plan through to completion, with a focus on UHNW families and multi-entity structures.
The position emphasizes building firm IP—playbooks, model structures, and client-ready materials—while
Before you apply
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Your profile is current
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Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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