Tax Lawyer Wealth Management (New York)
Tax Lawyer Wealth Management (New York)

For our client a, trust firm in New York we are looking for a

Tax Lawyer, Wealth Management, New York

Wealth Structuring
The International Wealth Management, the team helps prospective relationships to fulfill
their asset distribution, enhancement, and protection needs and objectives in this regard,
structures legal and compliant solutions involving asset-holding vehicles such as Private
Trusts, Foundations, Insurance, Private Funds, and Private Investment Companies. The
role is also expected to facilitate the integration of legal and governance oversight that
takes into account decision making, family values, dispute resolution, and the allocation
and management of assets.


Key Responsibilities:
  • Client servicing including: Incorporation of companies, coordination of day-to-day
    Clientcompany operations, preparation of accounts, reports, shareholder and
    board meetings alongside other members of your team
  • New Business Development
  • Monitor corporate accounting and compliance matters related to client servicing
  • Develop a thorough product knowledge and general knowledge of the business,
    and a thorough understanding of clientstructures
  • Be the main contactperson for clients and their advisers
  • Coordinate issues concerning taxes, administration and banking of client


Qualifications and other requirements
  • Tax Law, 5-10 years PQE at University Level
  • A good command of English: any other language such as Spanish would be an
    asset.
  • Trust and Estates experience with the US wealth planning market and also a
    reasonable comprehension of US tax.
  • Good presentation and commercial sense, client oriented and entrepreneurship
    minded
  • You are able to solve problems, have a pro-active approach , work independently
    and have an ability to meet deadlines.

Please note that the role is in New York, United States and will be performed there.

Interested?
If you are interested in this role, please forward your resume to legal@lexiussearch.com or
call Brigitte Welters LL.M at +31(0)641950252, however initial contact would be preferred
via e-mail at brigitte@lexiussearch.com.

Location
New York, United States