Summary: Wealth.com is seeking an experienced Estate and Gift Tax Consultant to develop sophisticated spreadsheet models for their estate planning platform. This part-time contract role requires expertise in estate and gift tax, along with advanced spreadsheet skills to enhance user experience. The position offers flexibility and the opportunity to work with a collaborative team in a dynamic startup environment.

Key Responsibilities:

• 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.
• Collaborate with internal teams to ensure seamless integration and usability.

Key Skills:

• JD (Tax Attorney) 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.
• Ability to work 10-15 hours per week with flexibility to respond promptly to requests and follow up questions.
• Availability one weeknight per week is a plus.

Salary (Rate): undetermined

City: undetermined

Country: undetermined

Working Arrangements: remote

IR35 Status: outside IR35

Seniority Level: undetermined

Industry: Other