Reference Number: HRJ7668
Location: Holland, Michigan

Judson Group has partnered with a highly respected, independent RIA managing $1.8B in client assets in the search for a Tax & Estate Planning Specialist. This is a unique opportunity to join a team-driven firm that values deep relationships, high-impact planning, and long-term client success.

Whether you’re a seasoned tax and estate expert or an emerging professional eager to grow into a specialized role, this position offers the chance to make a meaningful impact within a collaborative, client-focused environment.

You’ll serve as a trusted internal resource, providing expertise in tax strategy, estate planning, and legal structures as they relate to clients’ wealth, assets, and long-term goals.

Why You’ll Love This Role:

• Bring your tax and estate expertise to the table and influence planning decisions for HNW clients.
• Open to junior talent with strong potential and a passion for wealth planning.
• Work side-by-side with senior advisors, planners, and clients in a relationship-driven firm.
• Go beyond compliance—deliver insights that truly move the needle for clients.
• Enjoy a supportive work environment with hybrid capabilities and a healthy respect for work-life integration.

What You’ll Be Doing:

• Serve as the firm’s go-to expert on tax and estate planning for assigned client relationships.
• Review and analyze trusts, wills, and planning documents, ensuring accuracy and optimizing outcomes.
• Create and review tax projections and provide forward-thinking tax mitigation strategies.
• Participate in client meetings, leading discussions around estate structure and tax planning opportunities.
• Design and implement custom estate and wealth transfer plans, collaborating with both internal and external professionals.
• Partner with financial advisors and client service teams to ensure holistic client service and follow-through on planning actions.

What We’re Looking For:

• 5+ years of relevant experience in tax planning, estate planning, or financial consulting.
• Bachelor’s degree in Accounting or related field; CPA or EA strongly preferred—or willingness to pursue.
• Public accounting experience is a plus, but not required.
• A passion for helping clients protect and grow generational wealth through thoughtful, technical planning.
• Strong organizational skills with an ability to manage and prioritize multiple projects.
• Excellent communicator who thrives in a fast-paced, client-first culture.

Compensation & Benefits:

• Competitive compensation commensurate with experience.
• Comprehensive benefits package.
• Professional development opportunities and clear growth path.
• Supportive, team-based culture with an emphasis on long-term success—for you and the client.

Reference Number: HRJ7668
Location: Holland, Michigan