International Wealth Planning Attorney

3 days ago


New York, New York, United States Ascension Global Staffing & Executive Search Full time
Job Opportunity

Ascension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm, is proud to present a unique opportunity for a Trust and Estates attorney to join their New York office.

The international wealth planning practice group at our client firm acts for individuals and families, advising on a variety of tax and succession planning needs. With 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.

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 Requirements

  • 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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