Tax Modeling Specialist, Wealth.com
$150-200k
+ Company equity
More information about location
Best-in-class estate planning technology
Open for applications
Best-in-class estate planning technology
101-200 employees
Open for applications
$150-200k
+ Company equity
More information about location
101-200 employees
Company mission
To revolutionize estate planning by using AI-powered solutions to help financial advisors, benefits departments, and individuals.
Role
Who you are
- This full-time role requires deep expertise in building tax calculations and tax research, with a particular emphasis on transfer taxes (estate, gift and generation-skipping transfer taxes)
- Advanced skills with spreadsheets is a requirement
- JD (Tax Attorney) and/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
What the job involves
- We are seeking a tax and financial modeling specialist to develop sophisticated spreadsheet models for use across our estate planning platform
- The models would be embedded into our software products
- 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
- Ability to anticipate and meet customer demands for the type and functionalities of models based on current concerns and trends in wealth transfer planning
- Collaborate with internal teams to ensure seamless integration and usability of product features
- Break down complex concepts into case studies and other examples to educate and illustrate uses for calculations for sales, customer success, customers and other constituents
Our take
50% of personal wealth in the US will change hands in the next two decades, inciting a need for estate planning solutions that are efficient, insightful and help grow the pre-existing pots. Wealth.com aids this transfer through its estate planning platform for financial institutions and their clients.
Wealth.com’s platform leverages next-gen technology infused with AI to help the financial planning of personal estates. Differentiating it from the crowded wealth planning market is the company’s balance of machine learning technology and a human touch, rendering it one of the only tech-led, end to-end platforms built specifically for financial institutions.
Balancing fintech fluency and boutique estate planning, Wealth.com has attracted the eye of investors. Its latest and substantial funding round will fuel growth and product development, positioning the company to continue its path of success.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Funding (2 rounds)
Sep 2024
$30m
SERIES A
Mar 2022
$16m
SEED
Total funding: $46m
Company benefits
- Fully remote, flexible work environment (we do however meet together in person several times a year)
- Full medical and dental benefits
- Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
- Paid Parental Leave
- Company equity managed through Carta
- 401k with Match and 100% vesting upon hire
Company HQ
Camelback East Village, Phoenix, AZ
Leadership
Rafael Loureiro
(CEO)Official Member of the Forbes Finance Council. Previoulsy CTO at LexisNexis Risk Solutions and Emailage Corp, and CRM at Avanade.
Rei Carvalho
(Co-Founder & Executive Chair)Previously Managing Partner at Bela Juju Ventures and CEO at Emailage. Was also CTO at Phoenix Kiosk and Secure Medical.
Tim White
(Co-Founder & Chief Growth Officer)Previously Chief Partnership Officer at Emailage, Business Development Executive at CrossChx and GlobalMed Telemedicine, and a Sales Operations Manager at Outreach International.
Danny Lohrfink
(Co-Founder & CPO)Executive Board Member on the Fast Company Executive Board. Was Business Lead at SoFi and VP of Private Wealth Management (Americas COO Team) at Goldman Sachs.
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