Description
Privately held investment advisory firm that serves UHNW individuals, multigenerational families, endowments, and foundations is seeking to add an attorney with 5+ years of experience for a newly created Income Tax Planning Advisor role. The firm’s multifamily office is built on delivering sophisticated, integrated financial advice across investment management, trust and estate planning, and tax advisory services. As the lead Income Tax Planning Advisor, this attorney will partner with internal trust and estate planning advisors and investment professionals to provide holistic, integrated advice that enhances after-tax outcomes across complex portfolios. The ideal candidate will have strong knowledge of federal and state income tax law, partnership taxation, trust and estate taxation, and investment structuring. LLM preferred but not required. Excellent work life balance (no billable hours!) and strong compensation.
