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)
A minimum of one to three years of experience in a law firm is required, and an LL.M. in tax or a CPA license would be helpful. Qualified candidates will have experience in one or more of the following practice areas: estate planning, tax-exempt organizations, corporate and partnership taxation, international tax, and ERISA. Candidates must have excellent academic credentials, demonstrate a commitment to ethics, be highly motivated and hard-working, and be able to work with minimal supervision. Candidates must be a member of the Utah Bar, or be willing to take the Utah Bar. If not currently a member of the Utah Bar, applicants must be a member of the Bar of another U.S. state.
Compensation is highly competitive and the firm offers excellent employee benefits. Interested applicants should submit a cover letter and resume.
Clear All
0 Estate Planning Director jobs found in Salt Lake City, UT area