Title: Partner, Private Client Group
Job Responsibilities:
- Build and maintain strong, long-term relationships with clients, understanding their unique needs and goals.
- Develop and implement sophisticated tax, gift, and estate planning strategies to minimize tax implications and accomplish family goals.
- Advise clients on charitable giving, philanthropic endeavors, and establishing family foundations or charitable trusts.
- Advise clients on tax-efficient strategies to minimize estate, gift, and inheritance taxes.
- Stay updated on changes in tax laws and regulations and ensure clients' compliance with relevant tax obligations.
- Work with outside attorneys to assist clients in protecting their assets through various legal means, including the use of trusts, limited liability entities, and family partnerships.
- Collaborate with other legal professionals, financial advisors, and accountants to provide comprehensive wealth management solutions.
Education and Experience Information:
- Bachelor’s degree in law, accounting, finance, or related field.
- CPA certification required.
- 10+ years of experience in private client tax, with a sub-specialty and focus in trusts and estates taxation and planning.
- Strong knowledge of federal and state tax laws related to trusts and estates.
- Excellent communication skills, both written and verbal, for effective client interactions.
- Exceptional analytical and problem-solving abilities.
Salary Information:
- Competitive annual salary in the range of $250,000 to $500,000+, based on individual’s experience level.
Attributes:
- Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.
- Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively.
- Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.
- Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.
- Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.
- Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.
- Action Oriented: Proactively seeks out new and challenging work.
- Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.
Company is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Company is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.
