Senior Estate and Tax Planning Consultant

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm—our intense client focus is at the center of everything we do. We go far beyond managing investments by delivering truly in-depth financial planning. What sets us apart is that we actually live and act on our guiding principle, Serve. It’s the reason we show up every day.

In this role, you’ll be challenged to take on meaningful work that upholds our guiding principle and helps drive Waverly Advisors forward. We hope you’ll grow as both a professional and a leader, while positively impacting those around you.

Waverly Advisors is seeking an experienced Senior Estate & Tax Planning Consultant to join our growing, multi-state RIA, with a strong preference for candidates based in Birmingham, AL. This role serves as a senior subject-matter expert in estate and transfer tax planning, partnering closely with Wealth Advisors, clients, CPAs, and estate planning attorneys to design and implement sophisticated, tax-efficient strategies. This position focuses on strategic analysis, planning design, and coordination and does not involve the provision of legal advice.

Senior Estate & Tax Planning Consultant Responsibilities

• Design and evaluate estate planning strategies to minimize estate, gift, and generation-skipping transfer (GST) taxes in alignment with client goals
• Analyze client balance sheets, asset ownership, beneficiary designations, and family structures to identify tax-efficient planning opportunities
• Develop and document strategies, including lifetime gifting, trust planning, charitable planning, and wealth transfer techniques
• Model estate and transfer tax outcomes across various scenarios and clearly communicate results to clients and advisors
• Conduct comprehensive reviews of complex estate planning documents to ensure alignment with intended tax and planning objectives
• Translate client goals into clear strategy summaries and implementation guidance for attorneys and tax professionals
• Lead estate and tax planning discussions alongside Wealth Advisors in client meetings
• Serve as a senior technical resource for advisors and planning staff
• Collaborate with CPAs and estate planning attorneys to ensure accurate and efficient implementation
• Mentor junior estate planning associates and contribute to best practices and workflow development
• Stay current on federal and state estate, gift, and GST tax law developments and emerging strategies

Required Qualifications & Skills

• Bachelor’s degree in Finance, Accounting, Business, or a related field; LLM preferred

• 10–15+ years of experience in estate planning, tax planning, or wealth management, including work with high-net-worth and ultra-high-net-worth clients

• In-depth knowledge of federal estate, gift, and GST tax laws and strategies to minimize estate tax exposure

• Experience working within or alongside an RIA, CPA firm, trust company, or estate planning-focused advisory practice

• Strong analytical, financial modeling, and problem-solving skills

• Strong working knowledge of estate tax laws across five or more states

• Excellent communication skills, with the ability to explain complex concepts clearly and concisely

• Proven ability to collaborate effectively with advisors, attorneys, and tax professionals

• Familiarity with estate and tax planning software

Travel

• Minimal travel required

Physical Requirements

• Prolonged periods of sitting and working at a computer

• Ability to lift up to 15 pounds as needed

Benefits

• Comprehensive health, dental, and vision coverage

• 401(k) plan with employer match and profit sharing

• Twelve paid holidays annually

• An additional vacation day during your birthday week

• Responsible Time Off policy offering flexibility without fixed PTO limits, while supporting team and business needs

• Paid sabbatical: four consecutive weeks off after seven years of service

• Compensation commensurate with experience

Legal

Waverly Advisors, LLC is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.