Wealth Transfer Architect: Tax & Estate Planning

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