About the role

Carson Wealth in Omaha, Nebraska seeks a senior technical authority on estate, wealth transfer, philanthropic, and business succession strategies to guide advisors and clients. You will design advanced estate plans, working with tax professionals and external legal counsel to implement strategies. The role requires staying current with tax law changes and leading complex engagements across multiple offices.

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JOB OVERVIEW

Experience level

Senior

Location

Omaha, NE

Occupation

Personal Financial Advisors

Industry

Trusts, Estates, and Agency Accounts

Posted

3 days ago

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