Estate Planning & Wealth Transfer Partner

About the role

Gould & Ratner LLP is seeking an experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group. This attorney will have significant experience advising closely held businesses and high-net worth individuals and families in complex and sophisticated estate planning, wealth transfer, business succession planning, philanthropy and all related income tax matters.

Responsibilities

• Advising high net-worth individuals, families and entrepreneurial businesses on tax efficient ownership structures
• Planning for succession of management of family-owned businesses and familiarity with multi-generational wealth transfer techniques
• Forming family entities to help with the management and control of family investments
• Assisting an executor through the administration of an estate, including preparation of estate tax returns, post-mortem planning for the surviving family members, and probate administration
• Serving as a business advisor to clients, guiding them through a full range of financial, business and tax-related matters throughout their life cycle
• Interacting and building relationships with the Firm's current clients, and developing additional client relationships
• Developing into a key member of the Wealth Transfer Group and the Firm

Requirements

• A portable book of business
• Significant experience advising high net-worth individuals, families and entrepreneurial businesses on tax efficient ownership structures
• Familiarity with multi-generational wealth transfer techniques
• Experience forming family entities to help with the management and control of family investments
• Strong interpersonal and communication skills
• Exceptional leadership skills

Qualifications

• A degree or background in accounting, business or finance is a plus
• CPA, CFP and/or a LL.M. in taxation is strongly preferred

Skills

• Confidence and demeanor to interact and build relationships with the Firm's current clients
• The drive and ability to develop additional client relationships and business
• The ability and desire to step into a leadership role

Benefits

• Comprehensive benefit package and competitive salary
• Opportunity to step into meaningful client relationships and be a key component of the Firm's succession plan
• Hybrid in-office/remote role

More details about benefits can be found here