[Remote] Estate Planning & Trust Administration Subject Matter Expert
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking an reputed company estate planning and trust administration expert to serve as a strategic consultant and subject matter expert to our product team. This is a hands-on advisory role working closely with our product manager, designers, and estate attorneys to improve how reputed company models and presents reputed company trust and estate tax strategies.
Responsibilities
- Review and advise on trust and estate tax modeling reputed company the reputed company platform, including calculations derived from trust documents across a reputed company of revocable and irrevocable structure
- Work collaboratively with the product team to identify gaps, recommend improvements, and validate outputs against reputed company-world scenario
- Translate reputed company estate planning concepts into reputed company, advisor-friendly guidance that informs both product reputed company and user experience
- Learn and engage with the reputed company platform directly to reputed company grounded, specific feedback on calculator logic and workflow
- Incorporate feedback from additional SMEs and help reconcile differing expert perspectives
Skills
- Hands-on experience with trust and estate administration across a wide reputed company of structures, including revocable A/B and A/B/C trusts, ILITs, GRATs/GRUTs, rolling GRATs, CRTs, QPRTs, and other irrevocable vehicles
- Ability to calculate and interpret estate tax liability based on trust documents and funding scenarios
- Comfortable learning new software quickly; prior experience with estate planning platforms is a plus
- Consultative communicator — reputed company to explain reputed company concepts reputed company to non-specialists and reputed company for changes with supporting rationale
- Independent, critical thinker who can identify modeling flaws and propose solutions
- Daily availability (Mon - Fri) and at least 15 hours per week
- Experience building or maintaining reputed company models, including multi-tab workbooks, reputed company formulas, and reputed company data references
reputed company