Recruiter

Chicago, IL, United States

Estate Planning And Wealth Transfer Partner

Partner

5-12 yrs required

Full-time

No

Job Overview: A law firm in Chicago, IL, is seeking an experienced Estate Planning and Wealth Transfer Partner to join its Wealth Transfer Group. The ideal candidate will have significant experience advising closely held businesses and high-net-worth individuals and families in complex estate planning, wealth transfer, business succession planning, and philanthropy. They should possess exceptional leadership skills and can step into a leadership role within the firm.

Job Details:

• Advise closely held businesses and high-net-worth individuals and families in complex and sophisticated estate planning, wealth transfer, business succession planning, and philanthropy.
• Bring a significant portable book of business to the firm.
• Provide expertise in tax-efficient ownership structures for high-net-worth clients.
• Plan for the succession of management of family-owned businesses and employ multi-generational wealth transfer techniques.
• Form family entities to aid in managing and controlling family investments.
• Assist executors through estate administration, including preparation of estate tax returns, post-mortem planning, probate administration, and conducting family meetings regarding estate administration.
• Demonstrate strong interpersonal and communication skills.
• Exhibit exceptional leadership qualities and potential to develop into a vital member of the Wealth Transfer Group and the Firm.

Requirements:

• Significant experience advising high-net-worth individuals, families, and entrepreneurial businesses.
• A degree or background in accounting, business, or finance is a plus.
• CPA, CFP, and . in taxation strongly preferred.
• Currently licensed in Illinois or eligible for licensure through comity or willingness to sit for the IL Bar exam.

Benefits:

• Emphasis on professional and business development.
• Low turnover, collegial, and collaborative environment.
• Healthcare (medical, vision, dental), life and long-term disability insurance.
• Competitive compensation and benefits package, including 401k and profit sharing.
• Paid primary and secondary caregiver leave.
• Pre-tax commuter benefits and wellness programs (., in-office gym and massages).
• Hybrid in-office/remote role.

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