Private Wealth Attorney
7 days ago
The Private Wealth Attorney position is part of an international wealth planning practice, focusing on advising high net worth individuals, family businesses, and family offices on complex taxation issues, fiduciary structures, governance, and succession matters.
Key Responsibilities- Addressing complex taxation issues, including U.S. estate and gift tax, grantor trust rules, and international wealth planning
- Providing guidance on fiduciary structures, governance, and succession matters
- Drafting wills, establishing trusts, and managing wealth transfer
- Managing multiple priorities, with strong project management skills and attention to detail
- JD required, with an LLM in tax being advantageous
- Minimum of two years of law firm experience, including drafting wills and trusts
- Knowledge of U.S. estate and gift tax, grantor trust rules, and international wealth planning
- Familiarity with income and transfer tax rules for non-U.S. residents and U.S. residents with foreign assets
- Experience with pre-immigration and expatriation planning is a plus
- Proficiency in Excel and PowerPoint
- Spanish language skills are desirable
Compensation ranges from $175,000 to $220,000, based on experience.
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New York, New York, United States Citizens Full time{"title": "Private Wealth Service Specialist", "description": "Job SummaryWe are seeking a highly skilled Private Wealth Service Specialist to join our team at Citizens. As a key member of our Private Wealth group, you will be responsible for providing exceptional service to our clients and colleagues, ensuring timely and accurate processing of daily...
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