Jobs · Finance · Illinois

Senior Associate/Of Counsel - Private Client (Chicago)

Taft Infrastructure Advisors · Chicago, IL · Today
Finance$265k–$380k/yrFull-time

About the role

Taft is looking for a team-oriented experienced attorney to join our Private Client group in the Chicago office. Taft is seeking an attorney with at least 10+ years of experience to join our Private Client practice group.

Responsibilities

  • Significant experience advising high net worth and ultra-high net worth clients, including on advanced estate, gift, and GST tax planning
  • Substantial experience with lifetime gifting strategies, sales to grantor and non-grantor trusts, QSBS planning, fiduciary counsel, and trust and estate administration
  • Closing collaboration with senior partners
  • Overseeing and mentoring associates
  • Reviewing and refining sophisticated planning documents
  • Over time, taking the lead on managing complex matters

Requirements

  • Excellent academic and professional credentials
  • Strong analytical ability
  • Clear, practical communication skills

Qualifications

The ideal candidate has significant experience advising high net worth and ultra-high net worth clients, including on advanced estate, gift, and GST tax planning. Substantial experience with lifetime gifting strategies, sales to grantor and non-grantor trusts, QSBS planning, fiduciary counsel, and trust and estate administration is essential.

Skills

Not specified

Benefits

Taft offers competitive compensation and a comprehensive benefit package, including medical, dental, vision, life, long term disability, flexible spending, 401K, Paid Time Off, paid holidays, bonus and more.

Pay

The salary range for this position is $265,000-$380,000/year. Actual compensation offer to candidate may vary from posted information based on office location, work experience, education, and/or skill level.

Schedule

N/A

Benefits

N/A

Company

Taft is an Equal Opportunity Employer.

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