Role OverviewThe Advice, Planning & Fiduciary Services Team at Neuberger Wealth is comprised of in-house tax, trust and estate attorneys, certified financial planners, and fiduciary specialists. The team advises clients on estate planning, tax planning, life insurance, philanthropy, and wealth education. The team also caters to the trust administration needs of wealthy families through our internal trust company, Neuberger Trust Company.
What You Will Do
Advising wealthy clients in all aspects of tax, trust and estate planning; pre-liquidity planning; and charitable planning. Supporting advisor teams and portfolio managers by providing subject matter expertise. Collaborating with internal and external experts to deliver tailored, comprehensive advice.
Why It Might Be a Fit
The ideal candidate will have 10+ years of experience in tax, trust and estate planning. A J.D. is required, and an LL.M. in Taxation is a plus. The candidate should be comfortable operating in an advisory/fiduciary capacity alongside outside counsel and other licensed professionals.
Requirements
- 10+ years of experience in tax, trust and estate planning
- J.D. required / LL.M. in Taxation a plus
- Proven ability to manage complex, high-net-worth relationships with a focus on trust and estate planning
- Strong collaborator who works effectively within a multi-disciplinary team
Benefits
- Paid time off
- Medical/dental/vision insurance
- Retirement
- Life insurance
- Discretionary bonus
- Comprehensive package of benefits
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