Estate Planning & Wealth Transfer Partner

Gould & Ratner LLP
Denver, CO
Category Finance
Job Description
Gould & Ratner LLP is seeking a highly experienced Estate Planning & Wealth Transfer Partner to join their Tax and Wealth Transfer Practice Group. The role involves advising clients on complex estate planning, wealth transfer, business succession, philanthropy, and related income tax matters. It offers a hybrid remote/in-office work schedule.

Requirements

  • Portable book of business required
  • Significant experience advising high net-worth individuals, families, and entrepreneurial businesses on tax-efficient ownership structures
  • Experience planning for succession of management of family-owned businesses
  • Experience forming family entities to help with the management and control of family investments
  • Experience assisting an executor through the administration of an estate
  • Strong interpersonal and communication skills
  • Exceptional leadership skills

Benefits

  • Comprehensive benefit package
  • Healthcare (medical, vision, dental)
  • Life and long-term disability insurance
  • Pre-tax commuter benefits
  • Wellness programs
  • Paid caregiver leave
  • Hybrid in-office/remote role
]]>