Trust & Estates Attorney / International Wealth Planning

4 weeks ago

New York, United States Ascension Global Staffing & Executive Search Full time $175,000 - $220,000
Job DescriptionJob DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique blend of cultural insight and professional expertise, we pride ourselves on creating an environment that fosters success for both employers and candidates.

Our global law firm client is seeking a Trust and Estates attorney to join their New York office. The international wealth planning practice group acts for individuals and families, advising on a variety of tax and succession planning needs. They have a deep understanding of and broad experience in advising on such issues, including assisting in the creation of wills and establishing trusts and other wealth holding structures to manage, protect and transfer wealth, as well as residency relocation planning, an increasingly important issue for wealthy international families in today’s global economy. They aim to help individual family members, and the family as a whole, navigate and plan for complex taxation issues to mitigate tax exposure and benefit from planning opportunities to consolidate and grow their wealth.

The focus of this role will be advising high net worth individuals, family businesses and family offices on fiduciary structures, tax, governance, and succession matters.

Key Skills and Experience

  • Strong academic credentials (JD required; LLM in tax is a plus)
  • Minimum 2+ years' law firm experience
  • Strong drafting, writing and communication skills
  • Experience drafting wills and trusts
  • Knowledge of U.S. estate and gift tax and grantor trust rules
  • Exposure to sophisticated wealth planning structures for international families
  • Some knowledge of income and transfer tax rules affecting non-U.S. residents with U.S. income and/or assets, and U.S. residents with foreign income and/or assets
  • Some knowledge of rules applicable to income taxation of complex non-U.S. trusts and their beneficiaries
  • Experience with pre-immigration and expatriation planning a plus
  • Strong project management skills; ability to balance a large number of competing priorities
  • Experience with Excel and PowerPoint a plus
  • Attention to detail
  • Team Player
  • Spanish language abilities a plus
  • Compensation commensurate with experience ranging from $175,000 to $220,000

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