Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
Gravel & Shea is looking for a qualified attorney with over 5 years of experience to fill an of counsel position in a mature, diverse estate planning practice. The qualified candidate will be self-directed, comfortable with client interaction, and have substantial experience in general estate planning, estate & gift tax planning, estate & gift tax return review and preparation, probate administration and trust administration. Experience in trust and estate litigation and tax controversy a plus. CPA or LL.M. in Taxation not required, but preferred.
We offer excellent mentorship and training, as well as leading technology, competitive salary, and a comprehensive benefits package, including market-leading paid parental leave and a generous retirement plan.
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