Private Client & Tax Associate

Responsibilities:• Draft sophisticated estate planning documents and multi-generational trusts• Prepare advice for high-net-worth individuals, families, and fiduciaries on estate planning, tax-efficient wealth transfers, and business succession planning • Educate clients on the implications of high-end planning strategies• Assist in the administration of sophisticated trust and investment structures• Create tax efficient structures for domestic and multinational clients• Redesign existing trust and investment structures to better achieve client goals• Assist in tax compliance, including review and preparation of tax returns and information reporting