Private Wealth Attorney

7 days ago


New York, New York, United States C&M Legal Search, LLC Full time
Private Wealth Attorney Role

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
Requirements
  • 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
Preferred Skills
  • Proficiency in Excel and PowerPoint
  • Spanish language skills are desirable
Compensation

Compensation ranges from $175,000 to $220,000, based on experience.



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