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Asset Management - Private Bank - Wealth Advisor - Executive Director
Duties: Serve as advisor for Bank high net worth and ultra high net worth clients to identify needs for estate planning which lead to current trust, estate and philanthropic opportunities. Serve as resource to clients with complex needs around executive compensation, retirement planning, business succession planning and multi-generational wealth planning. Responsible for deepening and strengthening clien...
The candidate must have 8-10 years of experience. Experience in charitable foundations, audits, international tax, property tax, corporate tax, property tax and some state planning and trust administration preferred. LLM Tax preferred.
The candidate must have 2-7 years of pqe. Should have experience in one of these areas is required: general corporate tax, controversy, estate planning, executive compensation, ERISA.
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Real Estate and Trust and Estate Litigation Associate
The candidate will handle interesting mix of real estate litigation and trust and estate litigation. Should have 4-5 years of experience.