Estate Planning Strategist, VP

Morgan Stanley

Estate Planning Strategist working with senior strategists to provide objective estate, gift, and income tax planning for ultra-high net worth clients. Collaborating with teams and clients' advisors to implement tailored plans.

Posted 5/8/2026full-timeAtlanta • New York • 🇺🇸 United StatesLead💰 $110,000 - $190,000 per yearWebsite

About the role

Key responsibilities & impact

Work with senior estate planning strategists and teams of investment professionals to provide objective information and analyses focusing on estate, gift, and income tax planning.
Build relationships with ultra-high net worth clients and prospective clients relating to estate and tax planning.
Review, summarize and critique existing and/or proposed new estate planning documents.
Simplify complex legal topics, analyses and/or structures into comprehensible terms.
Compare and contrast estate planning alternatives, including gifting, leveraged gifting, insurance planning and philanthropic structures.
Prepare presentation materials including power point/or other graphical summaries of documents and various strategies.
Collaborate with clients’ attorneys and accountants in the implementation of the clients’ estate, income tax and financial plans.

Requirements

What you’ll need

J.D. minimum required; accounting degree helpful
Minimum of 5 years of experience
Prior trusts and estates experience with a law or accounting firm
Strong knowledge of U.S. estate planning and tax planning strategies
Income tax background as related to estate planning strategies
Executive compensation, retirement and financial planning background helpful
Series 7 and 66 required (can be obtained post-hire)

Benefits

Comp & perks

Attractive and comprehensive employee benefits and perks in the industry.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

estate planningtax planningincome taxtrusts and estatesfinancial planningexecutive compensationretirement planninggifting strategiesinsurance planningphilanthropic structures

Soft Skills

relationship buildingcommunicationanalytical skillspresentation skillscollaborationsimplification of complex topics

Certifications

J.D.Series 7Series 66