Gould & Ratner LLP
Estate Planning & Wealth Transfer Partner
Gould & Ratner LLP, Denver, Colorado, United States, 80219
3 days ago Be among the first 25 applicants
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Gould & Ratner LLP is seeking an 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.
While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.
Please note that this role allows a flexible work schedule with a hybrid remote/in-office presence.
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 and familiarity with multi-generational wealth transfer techniques Experience forming family entities to help with the management and control of family investments Experience assisting an executor through the administration of an estate, including preparation of estate tax returns, post-mortem planning for the surviving family members, and probate administration Strong interpersonal and communication skills. This attorney will serve as a business advisor to clients, guiding them through a full range of financial, business and tax-related matters throughout their life cycle. The ideal candidate will have the confidence and demeanor to interact and build relationships with the Firm's current clients, as well as the drive and ability to develop additional client relationships and business Exceptional leadership skills. This attorney must have the ability and desire to step into a leadership role and have the potential to develop into a key member of the Wealth Transfer Group and the Firm A degree or background in accounting, business or finance is a plus. CPA, CFP and/or a LL.M. in taxation is strongly preferred Candidates must be currently licensed in Illinois or licensed in another state with a UBE score that qualifies in Illinois for comity, be eligible to waive in, or be willing to sit for an upcoming IL bar exam (open to relocation candidates that meet these requirements)
Benefits
Comprehensive benefit package and competitive salary - more info can be found here https://www.gouldratner.com/uploaded_images/GR-salary%20scale-benefits-page-2-01-21-25.pdf Opportunity to step into meaningful client relationships and be a key component of the Firm's succession plan This is a leadership role. We are looking for an attorney who has the ability and desire to step into a leadership position within the Wealth Transfer Practice Group Emphasis on professional and business development Low turnover, collegial and collaborative environment Healthcare (medical, vision, dental), life and long-term disability insurance Paid primary and secondary caregiver leave Pre-tax commuter benefits and wellness programs (e.g., in-office gym and massages; 24/7 tele-medicine) Hybrid in-office/remote role Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionLegal IndustriesIT Services and IT Consulting Referrals increase your chances of interviewing at Gould & Ratner LLP by 2x Sign in to set job alerts for “Planning Specialist” roles. Denver, CO $85,000.00-$100,000.00 3 weeks ago Broomfield, CO $120,000.00-$130,000.00 3 weeks ago Manufacturing Materials Resource Planner - Entry levelApparel Operations & Planning, Sr. Manager Denver, CO $100,000.00-$115,000.00 2 days ago Denver, CO $140,000.00-$200,000.00 2 days ago Denver, CO $65,000.00-$75,000.00 6 months ago Englewood, CO $75,000.00-$85,000.00 2 months ago Associate Planner Buyer or Planner Buyer Henderson, CO $58,700.00-$88,766.00 1 day ago Staff Integrated Program Planner (FULL TIME REMOTE)Sr. Demand Planner, Digital Marketplaces Broomfield, CO $95,000.00-$105,000.00 6 days ago Littleton, CO $63,150.00-$90,000.00 1 week ago Centennial, CO $107,470.00-$147,785.00 1 month ago MANAGER, PLANNING, DESIGN AND CONSTRUCTION Denver, CO $79,185.00-$125,000.00 2 weeks ago Brighton, CO $80,000.00-$85,000.00 1 day ago Westminster, CO $88,000.00-$105,000.00 6 days ago Staff Environmental Scientist - Land Use Planning, Siting & Routing (Denver) Broomfield, CO $79,000.00-$87,000.00 1 week ago Denver, CO $85,034.00-$104,150.00 1 month ago Westminster, CO $55,295.00-$94,001.00 6 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.
Please note that this role allows a flexible work schedule with a hybrid remote/in-office presence.
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 and familiarity with multi-generational wealth transfer techniques Experience forming family entities to help with the management and control of family investments Experience assisting an executor through the administration of an estate, including preparation of estate tax returns, post-mortem planning for the surviving family members, and probate administration Strong interpersonal and communication skills. This attorney will serve as a business advisor to clients, guiding them through a full range of financial, business and tax-related matters throughout their life cycle. The ideal candidate will have the confidence and demeanor to interact and build relationships with the Firm's current clients, as well as the drive and ability to develop additional client relationships and business Exceptional leadership skills. This attorney must have the ability and desire to step into a leadership role and have the potential to develop into a key member of the Wealth Transfer Group and the Firm A degree or background in accounting, business or finance is a plus. CPA, CFP and/or a LL.M. in taxation is strongly preferred Candidates must be currently licensed in Illinois or licensed in another state with a UBE score that qualifies in Illinois for comity, be eligible to waive in, or be willing to sit for an upcoming IL bar exam (open to relocation candidates that meet these requirements)
Benefits
Comprehensive benefit package and competitive salary - more info can be found here https://www.gouldratner.com/uploaded_images/GR-salary%20scale-benefits-page-2-01-21-25.pdf Opportunity to step into meaningful client relationships and be a key component of the Firm's succession plan This is a leadership role. We are looking for an attorney who has the ability and desire to step into a leadership position within the Wealth Transfer Practice Group Emphasis on professional and business development Low turnover, collegial and collaborative environment Healthcare (medical, vision, dental), life and long-term disability insurance Paid primary and secondary caregiver leave Pre-tax commuter benefits and wellness programs (e.g., in-office gym and massages; 24/7 tele-medicine) Hybrid in-office/remote role Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionLegal IndustriesIT Services and IT Consulting Referrals increase your chances of interviewing at Gould & Ratner LLP by 2x Sign in to set job alerts for “Planning Specialist” roles. Denver, CO $85,000.00-$100,000.00 3 weeks ago Broomfield, CO $120,000.00-$130,000.00 3 weeks ago Manufacturing Materials Resource Planner - Entry levelApparel Operations & Planning, Sr. Manager Denver, CO $100,000.00-$115,000.00 2 days ago Denver, CO $140,000.00-$200,000.00 2 days ago Denver, CO $65,000.00-$75,000.00 6 months ago Englewood, CO $75,000.00-$85,000.00 2 months ago Associate Planner Buyer or Planner Buyer Henderson, CO $58,700.00-$88,766.00 1 day ago Staff Integrated Program Planner (FULL TIME REMOTE)Sr. Demand Planner, Digital Marketplaces Broomfield, CO $95,000.00-$105,000.00 6 days ago Littleton, CO $63,150.00-$90,000.00 1 week ago Centennial, CO $107,470.00-$147,785.00 1 month ago MANAGER, PLANNING, DESIGN AND CONSTRUCTION Denver, CO $79,185.00-$125,000.00 2 weeks ago Brighton, CO $80,000.00-$85,000.00 1 day ago Westminster, CO $88,000.00-$105,000.00 6 days ago Staff Environmental Scientist - Land Use Planning, Siting & Routing (Denver) Broomfield, CO $79,000.00-$87,000.00 1 week ago Denver, CO $85,034.00-$104,150.00 1 month ago Westminster, CO $55,295.00-$94,001.00 6 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr