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Carrot Peelers, Sales, Personality and Your Job Search
Law Firm
Attorney
Trusts and Estates
Min 3 yrs required
Private Client Associate Candidate will work directly with and advise high net worth individuals and family businesses on tax, trust and estate and business succession matters. JD Degree is required; LLM is a plus. Must have: Strong academic credentials. 3+ years’ experience. Experience handling complex trust administrations and the issues that arise in connection with them, including valuation of assets, managing beneficiary expectations, and division and allocation of trusts. Charitable tax and planned giving experience is a plus. Ability to work directly with clients to identify estate and succession goals and develop and implement related strategies including drafting complex estate and gift planning documents (ranging from revocable trusts to GRATs, ILITs, dynasty trusts to other wealth planning strategies). Expertise preparing, researching and reviewing gift, estate and GST tax returns and the issues that arise in connection therewith. Strong project management, ability to balance a large number of competing priorities. Ability to handle client matters independently, with minimal supervision. Attention to detail. Team Player. Ability to develop and maintain long-term client relationships.
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