What are the responsibilities and job description for the Estate and Trust Attorney, LLM in Taxation position at NexWealth?

Company Overview :

NexWealth is an RIA / multi-family office and is currently seeking an Estate and Trust Attorney with an LLM in Taxation that meets the criteria below. This individual will work in the firm's Philadelphia office and must have prior estate and trust experience at a law firm, RIA, family office, multi-family office, wealth management, or similar firm.

Responsibilities include, but not limited to, the following :

Advise high-net-worth clients on all aspects of wealth planning, including gift, estate, and income taxation, charitable giving, trust administration, wealth transfer and business succession matters
Work closely with clients and their outside legal counsel
Prior experience with wills, revocable trusts, premarital agreements, generation-skipping trusts, ILITs, GRATs, IDGTs, CLATs, LLC operating agreements, and related planning and transactional documents
Meet with clients to review and discuss estate planning strategies and supervise document execution
Research and draft memoranda on tax-related topics

Requirements

Bachelor’s degree

JD LLM in Taxation

Minimum of 3-5 years experience working with estates and trusts

Experience working with and comfort communicating with high net worth clients

Working knowledge of federal tax law

Work in firm’s Philadelphia office (this is not a remote position)

Organized, detail-oriented, with strong interpersonal skills

Team player

Willingness to provide professional references and undergo a background check and drug testing in accordance with local law / regulations.

About the Firm :

NexWealth is a multi-familyoffice 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, Pennsylvania 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.

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Estate and Trust Attorney, LLM in Taxation

What are the responsibilities and job description for the Estate and Trust Attorney, LLM in Taxation position at NexWealth?

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