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Attention To Detail
Accountabilities:
- Lead and expand the estate planning practice, setting technical standards and quality expectations.
- Serve as senior technical authority, personally advising on complex client situations.
- Partner with wealth advisors, tax professionals, and external advisors for integrated solutions.
Requirements:
- Juris Doctor from accredited law school; LL.M. in Taxation or Estate Planning strongly preferred.
- 20+ years of estate planning experience advising clients with $50M+ balance sheets.
- Proven leadership in managing high-performing estate planning teams.
Benefits:
- Competitive compensation range of $300,000 - $450,000 USD with annual bonus potential.
- Comprehensive medical, dental, vision, and 401(k) with matching.
- Generous PTO, paid parental leave, and flexible remote work environment.
Confidential
This partner company is a premier wealth management firm serving ultra-high-net-worth families. They focus on sophisticated estate planning and multi-generational wealth strategies, operating in a collaborative and fiduciary-focused environment.