Tax & Estate Director

📋 Description

• Advise families on tax, estate planning, and insurance strategies with experts.
• Represent estate planning in internal investment and planning decisions.
• Be a main contact for family principals, bridging teams, vendors, custodians.
• Collaborate with the investment team on asset allocation and cash plans.
• Support business development, onboarding new families and expanding services.
• Monitor SEC compliance to safeguard the firm and its clients.

🎯 Requirements

• Deep understanding of financial markets, investments, and planning.
• 7+ years of estate law experience.
• Highly developed EQ and social skills.
• Familiarity with client relationship management and service.
• Excellent communication, negotiation, and presentation skills.
• Self-starter who is motivated to learn.

🎁 Benefits

• Hybrid: onsite 2+ days a week (NoHo Office)
• Part-time: ~20-25 hours per week