Company Overview:

NexWealth, a private wealth management firm/multi-family office, is currently looking for an experienced Estate & Trust Attorney with an LLM in Taxation to work closely with high net worth clients and their outside counsel. Working as part of our multi-family office team, you must possess superior communication skills and attention to detail, as well as a relentless intellectual curiosity and drive to excel at the highest level in delivering the best service to our clients. This position will be onsite and based out of the firm’s Philadelphia location.

Responsibilities:

· Estate planning design

· Complete estate review

· Estate planning implementation

· Working with business owners

· Educational seminars

· Publishing whitepapers

Qualifications:

· Bachelor's Degree

· JD LLM in Taxation (required)

· Experience working with estates and trusts

· Ability to design and clearly articulate planning techniques to clients and prospects

· Must be comfortable communicating with clients & have strong interpersonal skills

· Must be organized with strong attention for detail

· Ability to work independently, yet possess flexibility to work well within a team

· Working knowledge about federal tax law

· Required Minimum experience: 3 - 5 years 

About the Firm:

NexWealth is a multi-family office formed out of client demand for a personalized family wealth management

experience. By providing highly customized, integrated family wealth management, NexWealth fills a void in the industry that tends to silo wealth and push families into mass market services, model portfolios and self-service help desks. NexWealth does not use a one size fits all service model. Rather, the firm focuses on each family’s needs and delivers timely responses, customized investment solutions, objectivity, ultimate transparency, and tailored financial solutions. NexWealth has locations in Philadelphia and Palm Beach Gardens Florida. 

___________

NexWealth is committed to a diverse and inclusive workplace. NexWealth is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law.