Estate Planning Expert

5 days ago


Nashik, Maharashtra, India beBeeEstatePlanning Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

Establish a high-performing legal team to develop in-house estate planning services, with a focus on complex wills, trusts, and estate planning for high-net-worth clients.

We are seeking an experienced TEP Practitioner with a strong understanding of inheritance tax, capital gains tax, and trust taxation issues. Your expertise will enable you to lead the development of our in-house legal wills and trusts offering, providing technical guidance and support to financial advisers and clients.

This is a strategic leadership role within a growing firm, offering opportunities to shape the future of estate planning services. You will work closely with experienced professionals in tax, accountancy, and financial planning to design and implement effective estate planning solutions.

The successful candidate will have:

  • A minimum 5 years' experience in wills, trusts, and estate planning
  • Proven ability to handle complex HNW/UHNW client cases
  • Strong commercial acumen and collaborative mindset

Benefits include flexible working arrangements, competitive remuneration, and performance-based incentives. If you are a commercially minded and technically skilled professional looking for a new challenge, we would love to hear from you.


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