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.

Also on the board Same function, level within a rung

Level

Senior

Location

Omaha, NE

Occupation

Personal Financial Advisors

Industry

Trusts, Estates, and Agency Accounts

Posted

3 days ago

Apply for this role →