Shape the financial futures of those who built something extraordinary.
This is a rare seat inside a nationally recognized firm where private wealth strategy meets the complexity of real transactions — liquidity events, generational legacies, and the families navigating both.
5+ yrs experience | Estate & Tax Planning | Hybrid Flexibility | J.D. Required
You won't be doing surface-level work here. The firm's private wealth practice is deeply integrated with its corporate and transactional teams — which means you'll regularly advise on the estate planning implications of M&A deals, founder liquidity events, and IPOs. It's the kind of sophisticated, multi-dimensional work that's hard to find.
What You'll Be Doing
What We're Looking For
The essentials:
Nice to have:
LL.M. in Taxation, Estate Planning, or a related discipline
Experience advising founders or executives on M&A, IPO, or liquidity event planning
Familiarity with closely held businesses and family partnership structures
Business development experience or portable relationships — welcomed but not required
Why This Role
Compensation: Competitive salary and bonus structure that reflects the caliber of work you'll be doing
Benefits: Comprehensive premium healthcare and benefits package
Flexibility: Hybrid work schedule — structure your week in a way that works for you
Clientele: Work directly with founders, executives, and multi-generational family enterprises at pivotal moments
Growth: A genuinely collaborative culture where your professional development is a shared priority
Benefits: