Shape the financial futures of those who built something extraordinary.
This is a rare seat inside a nationally recognized firm where private wealth strategy meets the complexity of real transactions liquidity events generational legacies and the families navigating both.
5 yrs experience Estate & Tax Planning Hybrid Flexibility J.D. Required
You wont be doing surface-level work here. The firms private wealth practice is deeply integrated with its corporate and transactional teams which means youll regularly advise on the estate planning implications of M&A deals founder liquidity events and IPOs. Its the kind of sophisticated multi-dimensional work thats hard to find.
What Youll Be Doing
- Crafting advanced estate gift and GST tax strategies for high-net-worth individuals and family enterprises
- Guiding fiduciaries trustees and family offices through governance administration and risk decisions
- Advising founders and executives on wealth transfer planning tied to major corporate transactions
- Drafting sophisticated trust instruments estate planning documents and related structures
- Building financial and tax projections that support complex wealth transfer planning
What Were Looking For
The essentials:
- J.D. from an accredited law school with strong academic credentials
- Active U.S. bar admission or eligibility to obtain admission in a relevant jurisdiction
- 5 years of hands-on experience in estate planning trust administration and tax strategy
- Strong drafting instincts and the ability to manage complex matters with confidence
Nice to have:
LL.M. in Taxation Estate Planning or a related discipline
Experience advising founders or executives on M&A IPO or liquidity event planning
Familiarity with closely held businesses and family partnership structures
Business development experience or portable relationships welcomed but not required
Why This Role
Compensation: Competitive salary and bonus structure that reflects the caliber of work youll be doing
Benefits: Comprehensive premium healthcare and benefits package
Flexibility: Hybrid work schedule structure your week in a way that works for you
Clientele: Work directly with founders executives and multi-generational family enterprises at pivotal moments
Growth: A genuinely collaborative culture where your professional development is a shared priority
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Shape the financial futures of those who built something extraordinary. This is a rare seat inside a nationally recognized firm where private wealth strategy meets the complexity of real transactions liquidity events generational legacies and the families navigating both. 5 yrs experience Estate &...
Shape the financial futures of those who built something extraordinary.
This is a rare seat inside a nationally recognized firm where private wealth strategy meets the complexity of real transactions liquidity events generational legacies and the families navigating both.
5 yrs experience Estate & Tax Planning Hybrid Flexibility J.D. Required
You wont be doing surface-level work here. The firms private wealth practice is deeply integrated with its corporate and transactional teams which means youll regularly advise on the estate planning implications of M&A deals founder liquidity events and IPOs. Its the kind of sophisticated multi-dimensional work thats hard to find.
What Youll Be Doing
- Crafting advanced estate gift and GST tax strategies for high-net-worth individuals and family enterprises
- Guiding fiduciaries trustees and family offices through governance administration and risk decisions
- Advising founders and executives on wealth transfer planning tied to major corporate transactions
- Drafting sophisticated trust instruments estate planning documents and related structures
- Building financial and tax projections that support complex wealth transfer planning
What Were Looking For
The essentials:
- J.D. from an accredited law school with strong academic credentials
- Active U.S. bar admission or eligibility to obtain admission in a relevant jurisdiction
- 5 years of hands-on experience in estate planning trust administration and tax strategy
- Strong drafting instincts and the ability to manage complex matters with confidence
Nice to have:
LL.M. in Taxation Estate Planning or a related discipline
Experience advising founders or executives on M&A IPO or liquidity event planning
Familiarity with closely held businesses and family partnership structures
Business development experience or portable relationships welcomed but not required
Why This Role
Compensation: Competitive salary and bonus structure that reflects the caliber of work youll be doing
Benefits: Comprehensive premium healthcare and benefits package
Flexibility: Hybrid work schedule structure your week in a way that works for you
Clientele: Work directly with founders executives and multi-generational family enterprises at pivotal moments
Growth: A genuinely collaborative culture where your professional development is a shared priority
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
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