Private Client Tax Counsel

Lex Key Partners; Chicago (IL); On-site; USD 300,000 - 400,000; Full time

Job summary

Lex Key Partners in Chicago is seeking a Senior Attorney at the Counsel level to join a respected private wealth practice. This is a growth hire designed to contribute to leadership succession and the path to partnership within a year.

The role will involve guiding senior client relationships, mentoring junior associates, and taking a leading role in planning multi-generational wealth transfers for high-net-worth families and family offices.

Qualifications

• 8+ years in trusts and estates with a tax-focused practice.
• Deep command of transfer tax and fiduciary income tax.
• Proven track record as go-to advisor for sophisticated clients and families.

Responsibilities

• Design advanced wealth transfer strategies for high-net-worth clients.
• Advise on estate, gift, GST, and income tax for trusts and estates.
• Guide trustees and executors through administration and tax questions.
• Plan ownership and leadership transitions for family-owned businesses.
• Mentor junior associates on tax issues and client service.

Skills

8+ years in trusts & estates

Transfer tax expertise

Fiduciary income tax expertise

Client relationship leadership

Teaching / mentoring

Job description

If you’re a Tax-driven Trusts and Estates Lawyer in Chicago, here’s a rare combination: a group PLANNING its LEADERSHIP SUCCESSION and a PATH TO PARTNERSHIP within a year.

Our client, a respected full-service law firm with a long-standing private wealth practice, is adding a Senior Attorney at the Counsel level in Chicago. This is a growth hire, not a backfill. The group is planning for its next generation of leadership, and this role is built to be part of it.

The opportunity

• A clear path to partnership, with consideration expected within the first year
• A seat at the table as the group plans its leadership succession
• The chance to take on senior client relationships as they transition
• A leading role in mentoring and developing the group’s up-and-coming associates

The work

• Designing advanced wealth transfer strategies for wealthy individuals, multigenerational families, family offices, and owners of privately held companies
• Advising on the full transfer-tax picture (estate, gift, and GST) as well as income tax issues for trusts and estates
• Guiding trustees and executors through administration and the tax questions that come with it
• Planning ownership and leadership transitions for family-owned businesses
• Training junior associates on technical tax issues and client service

What they’re looking for

• 8+ years in trusts and estates, with a practice built on tax
• Deep technical command of transfer tax and fiduciary income tax
• A track record as the go-to advisor for sophisticated clients and their families
• A genuine interest in teaching and building the next generation of the practice

Compensation: $300,000 – $400,000 base, commensurate with experience