International Wealth Planning Associate

3 days ago

New York, New York, United States Withers Worldwide Full time
About Withers Worldwide

We are a leading international law firm with a rich history of serving successful individuals, families, and businesses. For over 125 years, we have provided expert legal advice across a range of practice areas, including estate planning, personal and corporate tax, and international trust structuring.

Job Summary

We are seeking a highly skilled International Wealth Planning Associate to join our team. As a key member of our international wealth planning practice group, you will advise high net worth individuals, family businesses, and family offices on fiduciary structures, tax, governance, and succession matters.

Key Responsibilities
  • Advise clients on complex tax and succession planning needs, including wills, trusts, and residency relocation planning.
  • Develop and implement sophisticated wealth planning structures for international families.
  • Provide expertise on U.S. estate and gift tax and grantor trust rules, as well as income and transfer tax rules affecting non-U.S. residents with U.S. income and/or assets.
  • Collaborate with clients to identify and mitigate tax exposure and capitalize on planning opportunities to consolidate and grow their wealth.
  • Stay up-to-date with changing tax laws and regulations, and apply this knowledge to provide innovative solutions for clients.
Requirements
  • 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.
What We Offer

We offer a competitive compensation package, ranging from $175,000 to $220,000, commensurate with experience.

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