Trust & Estates Attorney - RIA Platform
A prestigious & growing RIA with a focus on financial planning, investment advice and asset management services to individuals and institutions is seeking a Trust & Estate Tax Counsel to join their team in New Jersey. There is an immediate need to bring somebody on as the company's continued growth has led to an increased need for support to their financial advising teams! If interested, apply now
Responsibilities of the Trust & Estate Tax Counsel:
- Play a key role in developing departmental content for the company's website and authoring white papers on tax and financial planning.
- Collaborate with Financial Advisors and their teams to design and implement comprehensive financial and estate plans for high-net-worth clients.
- Support Financial Advisors throughout the financial and tax planning process, integrating products where appropriate.
- Analyze estate and business documents (including Wills, Trusts, Shareholder Agreements, Entity Operating Agreements, Charitable Trusts, etc.) and tax returns (such as income, gift, and estate returns), and create executive summaries with commentary.
- Review current asset titling
- Provide income tax strategies and analysis for entrepreneurs and business owners, recommending qualified retirement plans and deferred compensation plans.
- Research legal and tax issues, discussing them with clients' tax and legal counsel to build a consensus on the best course of action
- Serve as a broad-based internal consultant to Financial Advisors, answering financial and tax-related questions.
- Provide internal training for Financial Advisors and their staff and participate in recruiting efforts on behalf of the firm.
Qualifications of the Trust & Estate Tax Attorney:
- 3+ years of experience at a law firm, financial services organization, or accounting firm
- JD, Accredited Law School
- Familiarity with tax planning strategies
- Master of Law in Taxation preferred
- Ability to meet with and present strategies to Financial Advisors and clients in a fast paced environment
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