Senior Private Client Counsel – Estate & Tax Planning

Verital Advisory Search; Chicago (IL); Presencial; USD 210 000 - 290 000; Tempo integral

Resumo da oferta

Verital Advisory Search is seeking a senior Private Client attorney in Chicago to join a sophisticated Trusts & Estates practice. The role focuses on advising high-net-worth and ultra-high-net-worth clients on estate, gift, GST, fiduciary income tax, and wealth transfer matters.

Responsibilities include advising on complex wealth transfer strategies, handling trust and estate administration, and guiding fiduciaries on tax issues while maintaining strong client relationships in a high-end,

Qualificações

• Strong technical tax background required.
• Experience advising high-net-worth and ultra-high-net-worth clients.
• Background handling complex wealth transfer and administration matters.
• Proven ability to manage client relationships and provide strategic advice.

Responsabilidades

• Advise on sophisticated estate and gift tax planning.
• Structure complex wealth transfer strategies for families and individuals.
• Manage trust and estate administration matters.
• Counsel fiduciaries and closely held businesses on tax issues.

Conhecimentos

Technical tax expertise

HNW/UHNW advisory

Wealth transfer & admin

Client advisory skills

Descrição da oferta de emprego

Verital Advisory Search is seeking a senior Private Client attorney in Chicago to join a sophisticated Trusts & Estates practice. The role focuses on advising high-net-worth and ultra-high-net-worth clients on estate, gift, GST, fiduciary income tax, and wealth transfer matters.

Responsibilities include advising on complex wealth transfer strategies, handling trust and estate administration, and guiding fiduciaries on tax issues while maintaining strong client relationships in a high-end,