Opportunity Description
Shape the financial futures of those who built something extraordinary.
This is a rare seat inside a nationally recognized firm where private wealth strategy meets the complexity of real transactions — liquidity events, generational legacies, and the families navigating both.
5+ yrs experience | Estate & Tax Planning | Hybrid Flexibility | J.D. Required
You won't be doing surface-level work here. The firm's private wealth practice is deeply integrated with its corporate and transactional teams — which means you'll regularly advise on the estate planning implications of M&A deals, founder liquidity events, and IPOs. It's the kind of sophisticated, multi-dimensional work that's hard to find.
What You'll Be Doing
- Crafting advanced estate, gift, and GST tax strategies for high-net-worth individuals and family enterprises
- Guiding fiduciaries, trustees, and family of...
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