Job Details
Company Overview:
NexWealth, a private wealth management firm/multi-family office, is currently looking for an experienced Estate & Trust Attorney with an LLM in Taxation to work closely with high net worth clients and their outside counsel. Working as part of our multi-family office team, you must possess superior communication skills and attention to detail, as well as a relentless intellectual curiosity and drive to excel at the highest level in delivering the best service to our clients. This position will be onsite and based out of the firm s Philadelphia location.
Responsibilities:
Estate planning design
Complete estate review
Estate planning implementation
Working with business owners
Educational seminars
Publishing whitepapers
Qualifications:
Bachelor's Degree
JD + LLM in Taxation (required)
Experience working with estates and trusts
Ability to design and clearly articulate planning techniques to clients and prospects
Must be comfortable communicating with clients & have strong interpersonal skills
Must be organized with strong attention for detail
Ability to work independently, yet possess flexibility to work well within a team
Working knowledge about federal tax law
Required Minimum experience: 3 - 5 years
About the Firm:
NexWealth is a multi-family office formed out of client demand for a personalized family wealth management
experience. By providing highly customized, integrated family wealth management, NexWealth fills a void in the industry that tends to silo wealth and push families into mass market services, model portfolios and self-service help desks. NexWealth does not use a one size fits all service model. Rather, the firm focuses on each family s needs and delivers timely responses, customized investment solutions, objectivity, ultimate transparency, and tailored financial solutions. NexWealth has locations in Philadelphia and Palm Beach Gardens Florida.
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NexWealth is committed to a diverse and inclusive workplace. NexWealth is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law.