Counsel Job at Planning Alliance
Planning Alliance Woodcliff Lake, NJ 07677
Wealth Management firm with a significant presence in family office domain seeks qualified in-house tax and legal counsel with a strong background in trust, estate, and business planning. Counsel will liaison with clients directly and interface with their attorneys, CPAs, and other strategic advisors to help coordinate and implement sophisticated estate, asset protection, income tax, and business planning techniques. While counsel will deal directly with the client and client’s professional advisors, counsel will do so in representation of the firm, not the client directly. S/he will serve as an advisor to one of the top wealth management and insurance professionals in the United States. A typical client will own a business and have a net worth between 50 MIL and 1 BIL USD. Responsibilities will include document review/summary, tax and financial analysis, written plan recommendations, and an ability to present information in a simple but compelling fashion. The role will be office-based and at client offices, usually in and around NYC/Northern NJ.
Job Type: Full-time
Pay: $100,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Schedule:
- Monday to Friday
- On call
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Woodcliff Lake, NJ 07677: Reliably commute or planning to relocate before starting work (Required)
Education:
- Doctorate (Preferred)
Experience:
- Industry: 2 years (Preferred)
License/Certification:
- Bar (Required)
Work Location: In person
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