Estate Planning & Wealth Transfer Partner

Description

Requirements

• This is a leadership role. We are looking for an attorney who has the ability and desire to step into a leadership position within the Wealth Transfer Practice Group
• 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 (open to relocation candidates that meet these requirements)
• Experience assisting 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
• Exceptional leadership skills. This attorney must have the ability and desire to step into a leadership role and have the potential to develop into a key member of the Wealth Transfer Group and the Firm
• Significant experience advising high net-worth individuals, families and entrepreneurial businesses on tax efficient ownership structures
• A degree or background in accounting, business or finance is a plus. CPA, CFP and/or a LL.M. in taxation is strongly preferred
• Experience forming family entities to help with the management and control of family investments
• Strong interpersonal and communication skills. This attorney will serve as a business advisor to clients, guiding them through a full range of financial, business and tax-related matters throughout their life cycle. The ideal candidate will have the confidence and demeanor to interact and build relationships with the Firm's current clients, as well as the drive and ability to develop additional client relationships and business
• Experience planning for succession of management of family-owned businesses and familiarity with multi-generational wealth transfer techniques
• Portable book of business required

Benefits

• Comprehensive benefit package and competitive salary - more info can be found here https://www.gouldratner.com/uploaded_images/GR-salary%20scale-benefits-page-2-01-21-25.pdf
• Hybrid in-office/remote role
• Healthcare (medical, vision, dental), life and long-term disability insurance
• Pre-tax commuter benefits and wellness programs (e.g., in-office gym and massages; 24/7 tele-medicine)
• Low turnover, collegial and collaborative environment
• Paid primary and secondary caregiver leave
• Opportunity to step into meaningful client relationships and be a key component of the Firm's succession plan

Training + Development

Interview process

Visa Sponsorship

Security clearance