Denovo Review
Estate Planning & Wealth Transfer Partner - Hybrid (195)
Denovo Review, Chicago, Illinois, United States, 60290
A Law Firm with extensive experience established in Chicago, IL, is seeking a highly experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group. This attorney will have significant experience advising closely held businesses and high-net-worth individuals and families in complex and sophisticated estate planning, wealth transfer, business succession planning, philanthropy, and all related income tax matters.
Please note that this role offers a flexible work schedule with a hybrid remote/in-office presence.
Job Requirements:
Significant portable book of business required. Experience advising high-net-worth individuals, families, and entrepreneurial businesses on tax-efficient ownership structures. Experience planning for the succession and management of family-owned businesses and familiarity with multi-generational wealth transfer techniques. Experience forming family entities to assist with the management and control of family investments. Also, experience assisting an executor through estate administration, including estate tax return preparation, post-mortem planning, probate administration, and conducting family meetings regarding estate matters. Strong interpersonal and communication skills. Ability to serve as a business advisor, guiding clients through financial, business, and tax-related matters throughout their lifecycle. The candidate should have the confidence to interact with current clients and the drive to develop new client relationships. Exceptional leadership skills. The candidate should aspire to leadership roles and have the potential to become a key member of the Wealth Transfer Group and the Firm. A background in accounting, business, or finance is advantageous. Certifications such as CPA, CFP, or an LL.M. in taxation are strongly preferred. Must be licensed in Illinois or eligible for Illinois licensure via multistate qualification, including sitting for the Illinois bar exam if necessary. Relocation candidates who meet these requirements are welcome.
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Significant portable book of business required. Experience advising high-net-worth individuals, families, and entrepreneurial businesses on tax-efficient ownership structures. Experience planning for the succession and management of family-owned businesses and familiarity with multi-generational wealth transfer techniques. Experience forming family entities to assist with the management and control of family investments. Also, experience assisting an executor through estate administration, including estate tax return preparation, post-mortem planning, probate administration, and conducting family meetings regarding estate matters. Strong interpersonal and communication skills. Ability to serve as a business advisor, guiding clients through financial, business, and tax-related matters throughout their lifecycle. The candidate should have the confidence to interact with current clients and the drive to develop new client relationships. Exceptional leadership skills. The candidate should aspire to leadership roles and have the potential to become a key member of the Wealth Transfer Group and the Firm. A background in accounting, business, or finance is advantageous. Certifications such as CPA, CFP, or an LL.M. in taxation are strongly preferred. Must be licensed in Illinois or eligible for Illinois licensure via multistate qualification, including sitting for the Illinois bar exam if necessary. Relocation candidates who meet these requirements are welcome.
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