Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.
A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!
We are seeking a tax and financial modeling specialist to develop sophisticated spreadsheet models for use across our estate planning platform. This full-time role requires deep expertise in building tax calculations and tax research, with a particular emphasis on transfer taxes (estate, gift and generation-skipping transfer taxes). Advanced skills with spreadsheets is a requirement. The models would be embedded into our software products.
Responsibilties:
- Develop sophisticated spreadsheet models for complex estate and gift tax scenarios.
- Model advanced gifting strategies, including GRATs, IDGTs, FLPs, and Dynasty Trusts, and strategies with income tax considerations where they are relevant to wealth transfer strategies
- Incorporate Generation-Skipping Transfer Tax (GSTT) and multi-generational planning.
- Ensure accuracy and compliance with tax laws.
- Ability to anticipate and meet customer demands for the type and functionalities of models based on current concerns and trends in wealth transfer planning
- Collaborate with internal teams to ensure seamless integration and usability of product features.
- Break down complex concepts into case studies and other examples to educate and illustrate uses for calculations for sales, customer success, customers and other constituents
Qualifications:
- JD (Tax Attorney) and/or CPA specializing in estate and gift tax.
- 5+ years of experience with high-net-worth estate and gift tax planning.
- Expertise in:
- Estate and gift tax planning and reporting
- Generation-Skipping Transfer Tax (GSTT)
- Charitable giving strategies and complex trust structures.
- Advanced Excel skills including complex calculations and financial modeling.
- Excellent communication skills for explaining complex tax scenarios.
Why Join Us?
- Competitive Salary.
- Fully remote, flexible work environment. We do however meet together in person several times a year.
- Full medical and dental benefits.
- Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged.
- Paid Parental Leave.
- Company equity managed through Carta.
- 401k with Match and 100% vesting upon hire.
- Free estate planning!
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
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What We Do
Wealth is the first comprehensive estate planning platform that provides a holistic view of all your assets, visualized and securely stored in one place. With robust asset aggregation technology, sophisticated APIs and bank-level encryption, our platform makes estate planning easy and accessible.
