Some firms look for advisors who bring more than skill. They look for someone who can help shape the direction and structure of the business from the start. This contract role offers that level of impact. A third party is sharing this opportunity for candidates with strong tax, estate and entity planning experience who want to guide long term strategy. The position suits someone who thinks with clarity, works with precision and understands the needs of high net worth clients.
This role supports a firm that blends careful planning, disciplined systems and a strong commitment to client alignment. Vestted Wealth Advisors is shaping a modern advisory platform, and this founding board position influences the core design of that platform.
Job Summary
Position: Advisory Board Member Tax, Estate and Structuring Advisor
Company: Vestted Wealth Advisors
Location: Remote
Employment: Contract
Salary Range: From 50,000.00 USD per year
Job Category: Tax law, estate planning, entity structuring, advisory
About the Role
The Advisory Board Member serves as a Tax, Estate and Structuring Advisor with a focus on high net worth and ultra high net worth planning. The firm seeks someone who understands how tax law, accounting and wealth transfer systems work together. This includes designing, reviewing and stress testing strategies that support private clients, founders and family offices.
The advisor brings a blend of legal and accounting expertise. The work includes shaping planning models, checking for structural gaps and confirming risk points. The specialist helps guide entity layers, trust structures, income strategies and tax positioning across several generations. This role also supports the strategic planning process by reviewing major frameworks before they are rolled out to clients.
The firm values advisors who help build the foundation, not just review it. This role offers a chance to help define how Vestted approaches planning, documentation and long term strategy.
Core Expertise Areas
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High net worth taxation with skill in capital gains planning, income analysis and loss management.
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Estate and trust systems including GRATs, SLATs, ILITs, legacy plans and multi generation transfer models.
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Entity structuring such as LLC, LP, S Corp and complex holding structures.
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State and local tax strategy including residency, multi state income issues and relocation matters.
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Tax planning for alternative investment structures including funds, syndications and SPVs.
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International tax is helpful but not required.
Key Responsibilities
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Guide the firm in building and reviewing major planning models for private clients.
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Help shape multi entity plans that support founders, investors and executives.
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Review complex tax strategies and confirm that each plan matches legal and financial goals.
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Support leadership with structural planning for family offices and private clients.
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Offer clear input on documentation, risk review and system design.
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Assist with long term planning projects that shape how the firm scales.
Minimum Qualifications
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Active JD license.
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Licensed CPA.
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Ten or more years of experience in tax law or advanced planning.
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Work with high net worth or ultra high net worth clients.
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Clear skill in applying complex tax rules.
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Strong documentation habits.
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Ability to combine legal, tax and accounting knowledge in one clear strategy.
Preferred Background
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LLM in Taxation.
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Board Certification in Tax Law where offered.
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Experience at a family office, AmLaw 100 tax group or major advisory firm.
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Exposure to private funds, SPVs and multi entity systems.
Why This Role Matters
Vestted Wealth Advisors is shaping a new type of wealth advisory firm. The company blends discipline, structure and full alignment with client goals. The Advisory Board Member helps define the frameworks that support that mission. The person in this role influences the structural and strategic direction of a firm that plans to grow with care and precision.
The advisor will work with leadership on long term planning. The insight they bring will help create models that stay strong as the firm grows. The work touches governance, risk planning and high level system design. It is a chance to help build a strong foundation from day one.
Compensation and Benefits
Vestted offers recognition as a Founding Advisory Board Member. Equity grants are part of this status. The role includes influence in high level planning and governance work. Compensation begins at fifty thousand dollars per year once the firm reaches fifty million in assets under management. The expected time commitment is five hours per week until that milestone.
The firm covers reasonable travel and event expenses. Profit sharing may be available based on firm results.
Why Join Vestted Wealth Advisors
Vestted is building a platform that honors structure, planning and strong client alignment. The firm focuses on clarity, discipline and long term thinking. The Advisory Board Member plays a central part in shaping that path. This role suits someone who enjoys helping build systems that protect families, support founders and guide complex wealth structures.
How to Apply
Submit your application here. Include your resume, relevant credentials and any supporting documents that show your experience. A team member will contact qualified candidates with next steps.
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