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Senior Estate and Tax Specialist

Description

hackajob is collaborating with Vanguard to connect them with exceptional professionals for this role.

Senior Estate and Tax Specialist The Senior Estate and Trust Specialist deepens client relationships, delivers exceptional estate and tax planning services to Vanguard's highest-net-worth and most complex clients, and influences wealth planning strategy.

This role serves as a recognized subject matter expert, providing sophisticated planning solutions, thought leadership, and strategic guidance…

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