Related skills
financial planning estate planning tax planning aep trust design📋 Description
- Define the wealth framework foundation for Monstro's platform
- Architect institution-grade wealth reasoning across domains
- Advise product and engineering on frameworks and decisions
- Model cross-domain dependencies and second-order effects
- Serve as senior SME reviewer, gatekeeper of accuracy
🎯 Requirements
- JD / Attorney, ideally with tax or estate specialization
- CPA or CPA/PFS
- CFP® with advanced designation (JD, LL.M., AEP®, CPA)
- LL.M. in Taxation
- AEP® (Distinguished level)
- Senior-level experience across wealth strategy at top institutions
- Deep tax expertise with cross-domain implications
🎁 Benefits
- Equity participation
- Comprehensive benefits: paid health, vision, dental, and disability coverage
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