Wealth Management Attorney
2 months ago
Ascension Global Staffing & Executive Search, a distinguished Hispanic Women Owned & Operated National Recruiting Firm, is committed to fostering diversity and excellence in the recruitment landscape. Our mission is to connect exceptional talent with leading organizations across the nation.
We are currently representing a prestigious global law firm seeking a skilled Trust and Estates Attorney to enhance their New York office. This role is pivotal within the international wealth planning practice group, which specializes in advising high-net-worth individuals and families on a range of tax and succession planning matters.
The firm possesses extensive expertise in creating wills, establishing trusts, and developing wealth holding structures designed to manage, safeguard, and transfer wealth effectively. Additionally, they provide guidance on residency relocation planning, a critical aspect for affluent international families navigating today's complex global economy.
The primary responsibilities of this position include:
- Providing strategic advice to high-net-worth individuals, family enterprises, and family offices regarding fiduciary structures, taxation, governance, and succession planning.
Essential Qualifications:
- Exceptional academic background (JD required; LLM in tax preferred)
- A minimum of 2+ years of experience in a law firm setting
- Proficient drafting, writing, and communication skills
- Experience in drafting wills and trusts
- In-depth knowledge of U.S. estate and gift tax regulations and grantor trust rules
- Familiarity with sophisticated wealth planning structures for international clientele
- Understanding of income and transfer tax regulations affecting non-U.S. residents with U.S. income/assets, and U.S. residents with foreign income/assets
- Knowledge of income taxation rules applicable to complex non-U.S. trusts and their beneficiaries
- Experience in pre-immigration and expatriation planning is advantageous
- Strong project management capabilities; adept at prioritizing multiple competing tasks
- Proficiency in Excel and PowerPoint is a plus
- Meticulous attention to detail
- Collaborative team player
- Spanish language proficiency is a plus
Compensation: Competitive salary commensurate with experience, ranging from $175,000 to $220,000.
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