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DESCRIPTION
To work with teams of investment professionals to provide clients and prospects objective information and analyses focusing on estate, gift and income tax planning, including executive compensation/stock options planning.
More specifically:
- Working closely with Financial Advisors and Private Wealth Advisors to build relationships with ultra high net worth clients and prospects across Asian and the USA through meetings, conference calls, etc.
- Simplify complex legal topics, analyses and/or structures into comprehensible terms
- Compare and contrast estate planning alternatives, including gifting, leveraged gifting, insurance planning and philanthropic structures
- Review, summarize and critique existing and/or proposed new estate planning documents
- Prepare presentation materials including narrative and/or graphical summaries of documents and various strategies
- Working with team analysts to understand the “numbers” behind analyses and strategies
- Collaborate with clients’ attorneys and accountants in the implementation of the clients’ estate, income tax and financial plans
- Understand investment structures and how they might or might not be appropriate for various estate planning entities
- Understand trust services, insurance and similar third-party platforms and products
- Keep abreast and keep Financial Advisors and Private Wealth Advisors abreast of changes in the law and developing legal trends through networking with practitioners, attending seminars and professional reading
- Develop new marketing/white paper content
- Conduct internal training sessions for IRs
- Series 7 and 66 required (can be obtained post-hire)
To learn more and to apply, visit their job page.
QUALIFICATIONS
- J.D. minimum required; LL.M. and/or accounting degree preferred
- Significant prior Asian trusts and estates experience with a law or accounting firm
- Broad and deep knowledge of Asian estate planning and tax planning strategies
- Strong income tax background as related to estate planning strategies
- Asian cross-border knowledge essential
- Fluent in Mandarian mandatory and Cantonese as second language beneficial
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