Job description

Role and Responsibilities:

Trusts & Estates / Tax Associate:

· Integral involvement in creating departmental content for the company’s website, plus white papers on tax & financial planning.

· Help Wealth Managers & their teams assess, design, and implement comprehensive financial and estate plans for high net-worth clients.

· Support Wealth Managers throughout the financial and wealth transfer planning process, incorporating products into that planning where appropriate.

· Analyze estate planning & business documents and compose evaluations of them; this typically involves Wills, Trusts, Medical Directives, Powers of Attorney, Shareholder Agreements, Entity Operating Agreements, Charitable Organization Documents, etc.

· Review asset titling, including joint ownership with family members or others (such as tenancy in common, joint tenancy with rights of survivorship, tenancy by the entirety, etc.).

· Analyze some tax returns as part of financial planning efforts; normally involving income, gift & estate tax returns, etc.

· Compare & propose income tax strategies for entrepreneurs/business owners, including recommendations of qualified retirement plans and/or deferred compensation arrangements.

· Research legal & tax issues and discuss them with client’s tax and/or legal counsel, in order to build a consensus on the client’s best course of action; then, coordinate with those tax & legal advisors to implement the client’s decisions.

· Provide broad-based internal consulting to Wealth Managers, serving as a resource to answer financial & tax questions.

· Generally work along with team members to fulfill the department’s technical role in the firm.

Qualifications and Education Requirements:

· Minimum years of experience: 2+ from a law firm, accounting firm, financial service organization or combination thereof.

· Must have a Juris Doctor degree; a Master of Law in Taxation is helpful but not required.

· Familiarity with income tax planning strategies is helpful but not required.

· CPA or IRS enrolled agent designation is welcomed but not required.

· Comfortable meeting with and presenting strategies to clients & Financial Advisors in an environment which may be demanding and fast paced at times.

Job Type: Full-time

Pay: From $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Work from home

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Parsippany, NJ 07054: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Law Firm: 2 years (Required)

License/Certification:

• CPA (Preferred)

Work Location: Hybrid remote in Parsippany, NJ 07054

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