Estate Planning & Wealth Transfer Partner

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.