Senior Tax and Estate Planner
📋 Role Overview & Responsibilities
About Rockefeller Capital Management
Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions. Led by President & CEO Gregory J. Fleming, the firm offers an elevated experience based on traditional Rockefeller global family office values of excellence and service.
Formed in 2018 following the acquisition of Rockefeller & Co., Inc., the firm is rapidly extending its historic brand into contemporary markets. Based in New York City, it has over forty offices in the United States and London and oversees some $112 billion in client assets.
Position
The Senior Tax and Estate Planner for Family Office Counseling actively supports a Family Office Counselor with various tasks related to oversight and reporting. This individual is responsible for creating and updating the quarterly deliverables for the Family Office Counselor, using the company’s proprietary reporting software or other applicable systems. The Senior Tax and Estate Planner must be able to reassess priorities as situations arise for multiple clients, and also back-up and fill-in to balance workloads as needed.
A Senior Tax and Estate Planner is a dedicated tax and estate professional who is focused on clients with ongoing financial planning needs, as well as provides planning advice in areas such as cash flow management, insurance advisory, employee benefits and retirement planning. The individual will be responsible for partnering with Rockefeller Private Advisors to provide holistic financial planning and comprehensive advisory solutions that will optimize inter-generational transfer of wealth by customizing unique solutions. This role is a key member of the collaborative, team-centric approach of client servicing across Family Office Counseling.
Responsibilities
Partner with Private Advisors under Rockefeller Global Family Office (RGFO) to determine and understand clients’ financial objectives, design custom plans, and strategize and execute the financial plans. Cadence of client meetings to review the plans are on a quarterly basis.Determine planning needs beyond a clients’ financial objectives to identify additional service offering for clients and implement bespoke strategies tailored to ensure continued wealth for generations to come.Provide a quarterly deliverable to clients comprised of their net-worth, cash flow, risk management/insurance summaries, estate planning and tax planning.Offer and review insurance strategies, employee benefits and retirement planning, and charitable planning.Coordination and oversight with other Family Office Solutions such as bill pay and tax.
Qualifications
Bachelor's degreeJuris Doctorate (JD) strongly preferredCFP (Certified Financial Planner) certification, Master of Business Administration (MBA) considered7+ years of experience in financial planning, particularly, for high-net-worth clientsExperience maintaining at least 30 client relationships on an ongoing basisSeries 7 and 66 preferred
Skills
Strong organization skills and the ability to multitask and reprioritize within tight deadlinesExcellent communication skills on complex matters, both written and oralExtensive knowledge of Family Office Financial PlanningEnthusiastic and positive approach to problem-solving and client serviceStrong collaboration and partnership skillsAbility to manage a team and delegate tasksExperience using eMoney preferred
Compensation Range
The anticipated base salary range for this role is $150,000 to $160,000. Base salary for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.
Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
Frequently Asked Questions
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This position is located in Philadelphia, PA with potential relocation and sponsorship assistance depending on candidate qualifications.
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