Tax, Trusts & Wealth Preservation Counsel – Associate

Porzio, Bromberg & Newman, P.C.; Parsippany-Troy Hills (NJ); Vor Ort; USD 185.000 - 195.000; Vollzeit

Benefits dieser Stelle

Medical, Dental, Vision insurance

401(k) retirement plan with employer 


Life Insurance

Disability Insurance

Paid Time Off

Paid Holidays

Employee Assistance Programs

Zusammenfassung

Porzio, Bromberg & Newman, P.C. seeks an Associate or Counsel for its Parsippany, NJ office to handle sophisticated tax and trusts & estates planning for high-net-worth clients. The role offers leadership growth and a path to advisory leadership within the practice.

The candidate should have at least 5 years in trusts and estates, tax planning, and business succession, with an LL.M. in Taxation preferred and admission to NJ/NY/FL bars.

Qualifikationen

• Minimum of 5 years of experience in trusts and estates, tax planning, and business succession matters.
• Demonstrated ability to design and execute sophisticated strategies for high-net-worth families and business owners.
• LL.M. in Taxation strongly preferred.
• Admission to practice in New Jersey, New York or Florida.

Aufgaben

• Design and implement advanced strategies using revocable and irrevocable trusts (IDGTs, SLATs, GRATs, CRTs, dynasty trusts, non-grantor trusts).
• Advise on tax-efficient transfers involving estate, gift, and GST taxes.
• Develop asset protection and beneficiary-controlled trust structures.
• Provide guidance for blended families, special needs planning, and high-net-worth families.
• Structure entities (LLC, S-corp, C-corp) for tax and liability efficiency; draft and negotiate buy-sell agreements, liquidity planning, and exit strategies.
• Advise on governance for closely held businesses; integrate business succession with estate planning; support seller-side M&A strategy and transactions.
• Advise on federal and state estate, gift, income, and GST tax matters.
• Coordinate and review filings including Forms 706, 709, 1040/1041, 1120, and 1065.

Kenntnisse

Trusts & Estates

Tax planning

Business succession

Ausbildung

LL.M. in Taxation

Admission to practice in NJ/NY/FL

Jobbeschreibung

Porzio, Bromberg & Newman, P.C. seeks an Associate or Counsel for its Parsippany, NJ office to handle sophisticated tax and trusts & estates planning for high-net-worth clients. The role offers leadership growth and a path to advisory leadership within the practice.

The candidate should have at least 5 years in trusts and estates, tax planning, and business succession, with an LL.M. in Taxation preferred and admission to NJ/NY/FL bars.