Job Description

NexWealth is an RIA/multi-family office and is currently seeking an Estate and Trust Attorney with an LLM in Taxation that meets the criteria below. This individual will work in the firm's Philadelphia office and must have prior estate and trust experience at a law firm, RIA, family office, multi-family office, wealth management, or similar firm.

Qualifications:

• Bachelor’s degree
• JD + LLM in Taxation
• Minimum of 3-5 years experience working with estates and trusts
• Experience working with and comfort communicating with high net worth clients
• Working knowledge of federal tax law
• Work in firm’s Philadelphia office (this is not a remote position)
• Organized, detail-oriented, with strong interpersonal skills
• Team player
• Willingness to provide professional references and undergo a background check and drug testing in accordance with local law/regulations.

Responsibilities:

• Advise high-net-worth clients on all aspects of wealth planning, including gift, estate, and income taxation, charitable giving, trust administration, wealth transfer and business succession matters
• Work closely with clients and their outside legal counsel
• Prior experience with wills, revocable trusts, premarital agreements, generation-skipping trusts, ILITs, GRATs, IDGTs, CLATs, LLC operating agreements, and related planning and transactional documents
• Meet with clients to review and discuss estate planning strategies and supervise document execution
• Research and draft memoranda on tax-related topics

About the Firm:

NexWealth is a multi-family office formed out of client demand for a personalized family wealth management experience. By providing highly customized, integrated family wealth management, NexWealth fills a void in the industry that tends to silo wealth and push families into mass market services, model portfolios and self-service help desks. NexWealth does not use a one size fits all service model. Rather, the firm focuses on each family’s needs and delivers timely responses, customized investment solutions, objectivity, ultimate transparency, and tailored financial solutions. NexWealth has locations in Philadelphia, Pennsylvania and Palm Beach Gardens Florida.

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NexWealth is committed to a diverse and inclusive workplace. NexWealth is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law.

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