About this opportunity
Gould & Ratner LLP lists this Estate Planning & Wealth Transfer Partner opportunity in chicago, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Overview
Gould & Ratner LLP is seeking an experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group. This attorney will have significant experience advising closely held businesses and high-net worth individuals and families in complex and sophisticated estate planning, wealth transfer, business succession planning, philanthropy and all related income tax matters.
Please note that this role allows a flexible work schedule with a hybrid remote/in-office presence.
Responsibilities
Portable book of business required.
Advise high net-worth individuals, families and entrepreneurial businesses on tax efficient ownership structures.
Plan for succession of management of family-owned businesses and familiarity with multi-generational wealth transfer techniques.
Form family entities to help with the management and control of family investments.
Assist an executor through the administration of an estate, including preparation of estate tax returns, post-mortem planning for the surviving family members, and probate administration.
Serve as a business advisor to clients, guiding them through a full range of financial, business and tax-related matters throughout their life cycle.
Lead the Wealth Transfer Group and the Firm; capable of stepping into a leadership role and developing into a key member.
Qualifications
Strong interpersonal and communication skills; capable of interacting with current clients and developing new client relationships.
Exceptional leadership skills; potential to develop into a key member of the Wealth Transfer Group and the Firm.
A degree or background in accounting, business or finance is a plus; CPA, CFP and/or LL.M. in taxation is strongly preferred.
Candidates must be currently licensed in Illinois or licensed in another state with a UBE score that qualifies in Illinois for comity, be eligible to waive in, or be willing to sit for an upcoming IL bar exam.
Benefits
Comprehensive benefit package and competitive salary.
Opportunity to step into meaningful client relationships and be a key component of the Firm’s succession plan.
This is a leadership role with emphasis on professional and business development.
Low turnover, collegial and collaborative environment.
Healthcare (medical, vision, dental), life and long-term disability insurance.
Paid primary and secondary caregiver leave.
Pre-tax commuter benefits and wellness programs (e.g., in-office gym and massages; 24/7 tele-medicine).
Hybrid in-office/remote role.
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Worksite address
chicago, IL, 60290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.