Looking for a great work-life balance and fantastic culture? Find it all at this global investment firm! This Jobot Job is hosted by: Karyn Spies
Are you a fit? Easy Apply now by clicking the "Apply" buttonand sending us your resume.
Salary: $125,000 - $175,000 per year
A bit about us: Global investment firm which actively invests across public equities, credit, real assets, private equity, and venture capital.
Why join us? - No billable requirement
- Flexible hybrid schedule
- Great work/life balance
- Family first values
- Generous PTO plan with 18 paid holidays plus your birthday
- Medical, dental, vision, and pet insurance
- Firm-sponsored life insurance
- 401k with 4% match
- Profit sharing
Job Details Responsibilities:
- Work with internal team, outside counsel, family and clients to create estate plans, including drafting wills, trusts, durable power of attorney, and other estate planning documents.
- Review and summarize trust and key estate planning documents.
- Advise on and implement estate tax minimization strategies for high-net-worth individuals and families.
- Manage the administration of estates and trusts, ensuring compliance with all relevant laws and client wishes.
- Negotiate, prepare and finalize business transactions, including the formation of LLCs, corporations, and partnerships, and preparation of associated documentation.
- Manage estate admin process including working with counsel on probate matters, prep of 706, etc.
- Advise clients on gifting strategies and rules.
- Stay updated on changes in estate planning laws and regulations.
- Implement and manage estate planning software to assist in estate planning.
Qualifications:
- 5-10 years of experience in estate planning, trust administration, and/or estate administration.
- Probate experience strongly desired.
- Corporate background and/or actual law firm experience would be a plus.
- Strong knowledge of estate tax laws and strategies for tax minimization.
- Ability to provide excellent client service and manage client relationships with professionalism.
Interested in hearing more? Easy Apply now by clicking the "Apply" button.