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Duties: Review clients’ estate planning and trust documents and advise Client Advisors and clients’ lawyers and other outside advisors on content and technical matters, suggesting changes if appropriate. Identify potential trust and estate and related tax issues for clients and Client Advisors and serve as a resource for clients and clients’ attorneys and other advisors. Prepare memos or letters for clients with recommendations to accompany estate pl... read more
Private Client Group Department Attorney
The candidate must have: Substantial substantive knowledge and experience in U.S. domestic estate planning and a willingness to participate in the Private Client Groupâ€™s fiduciary practice Some experience with international tax and estate planning and a willingness to develop an expertise in the other core areas of the departmentâ€™s legal practice, including planned giving to public charities, philanthropic estate pla...
Estate Planning Attorney
The candidate will represent a wide range of cultural, ethnic, linguistic, and national backgrounds which provides our team with penetrating insight into not only the legal system of the United States, but also the rules and regulations that govern other countries as well. Should have 5-7 years' experience in estate planning, trust and estate administration and related tax work.
Private Client Services Tax Manager
The candidate will assist in providing tax compliance and consulting services to our high net worth clients. Should have significant knowledge of taxation related to personal income, estate and gift taxation and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Must have a Bachelorâ€™s degree in Accounting or other relevant field. A Masterâ€™...
Tax Personal Financial Services Director
The candidate should have Bachelor's degree in Accounting. CPA, Enrolled Agent or Member of the Bar. Should have 8+ years of experience. Extensive knowledge of consulting with high net worth individuals on some of the following areas; financial planning, wealth transfer planning, business succession planning or trust and estate work. Extensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and ...
Associate - Private Client Services
The candidate will participate in the tax planning and consultation process for clients. Will be responsible for basic tax research. Bachelor's degree in Accounting, Finance, Economics, or related degree and/or an advanced degree in Accounting, Taxation, JD or LL.M. degree essential. Interact with and gain the respect of all levels of internal and client personnel. A minimum GPA of 3.0 essential. Must have 1+ year of relevant work experi...
Associate - Trusts and Estates
The candidate must have 5-8 years of experience in international tax and estate planning, including foreign trust work. Should be comfortable with client-facing responsibilities and have excellent advisory skills.