Wealth Management Attorney

1 week ago


New York, New York, United States Ascension Global Staffing & Executive Search Full time
Position Overview

Ascension Global Staffing & Executive Search, a distinguished recruiting firm led by a Hispanic Women Owned & Operated team, is committed to fostering diversity and excellence in the hiring process. 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 integral to the international wealth planning practice group, which provides expert guidance to individuals and families on various tax and succession planning matters.

The firm possesses extensive knowledge and experience in crafting wills, establishing trusts, and creating wealth holding structures that facilitate the management, protection, and transfer of assets. Additionally, they offer residency relocation planning services, addressing the unique challenges faced by affluent international families in today's interconnected economy.

Key Responsibilities

  • Provide expert advice to high net worth individuals, family businesses, and family offices on fiduciary structures, tax implications, governance, and succession planning.

Essential Qualifications

  • Strong academic background (JD required; LLM in tax is advantageous)
  • A minimum of 2+ years of experience in a law firm setting
  • Exceptional drafting, writing, and communication skills
  • Proficiency in drafting wills and trusts
  • In-depth knowledge of U.S. estate and gift tax regulations and grantor trust rules
  • Experience with sophisticated wealth planning structures for international clientele
  • Familiarity with income and transfer tax regulations affecting non-U.S. residents with U.S. income/assets, and U.S. residents with foreign income/assets
  • Understanding of income taxation rules applicable to complex non-U.S. trusts and their beneficiaries
  • Experience in pre-immigration and expatriation planning is a plus
  • Strong project management capabilities; adept at prioritizing multiple tasks
  • Proficiency in Excel and PowerPoint is beneficial
  • 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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