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Trust & Estates Tax Attorney
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Full-time
- Ranked one of the top 100 top RIAs by Barron’s & Forbes and headquartered in Parsippany, New Jersey with several regional offices across the country, Summit Financial LLC is a ~$10 billion independent advisory firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years.
- We are looking to hire a Tax & Estates Tax Attorney to our growing team.
- Work together with Financial Advisors and their teams to analyze, design and implement comprehensive financial and estate plans for high net-worth clients
- Provide income tax strategies and analysis for entrepreneurs/business owners, including recommendations of qualified retirement plans and deferred compensation plans
- Research legal & tax issues and discuss them with client’s tax and/or legal counsel to build a consensus on the client’s best course of action and then coordinate with those tax & legal advisors to implement the client’s decisions
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