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Associate Tax Counsel
Refer job# WUMJ140725
 
Associate Tax Counsel The candidate will perform research and provides written analysis of tax and wealth transfer policy, law, developments and trends for internal partner education, sales, marketing, and media coverage, both independently and in support of senior level tax and wealth planning partners. Supports the delivery of direct client service in the area of tax and wealth transfer in complex circumstances and provides direct client service in less complex circumstances. Supports the development of tax and wealth transfer resources for use by client service partners and clients. Prepares tax and wealth transfer presentations for internal and external use. Reviews, summarizes, creates flow charts and models wealth transfer under will and trust agreements; uses software to prepare financial modeling of wealth transfers. Presents on tax and wealth transfer topics to internal partners and to external professional organizations as appropriate for skill and knowledge level. Expands technical tax and wealth transfer expertise. Adheres to applicable regulatory, risk management and compliance best practices and standards. Actively engages in the cultivation of peer level professional advisor relationships. JD degree is required. Should have 2+ years legal/tax experience. Adaptive professional adept at working in a team environment to provide a customized client experience in collaboration with internal and external partners and advisors are essential. Effective written and verbal communicator, refined analytical and organizational skills are essential. Knowledge of tax and wealth transfer area and commitment to ongoing augmentation of expertise is essential.
 
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This particular job is currently not active. However, since our clients regularly share with us similar and other job openings, we strongly recommend that you submit your resume. We shall review your resume and get in touch with you as soon as a suitable vacancy comes up to further discuss your interest in exploring the opportunity. Assisting you is our highest priority.

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