Description:
Summary:At A Super-Regional Firm with A National Practice, we help our clients shape their future by providing strategic counseling on their estate and tax planning needs. With one of the largest private client practices at a full-service firm in Colorado, we have the cross-disciplinary expertise to handle our clients' many needs. Our ultra-high-net-worth clients include business owners, entrepreneurs, corporate executives, philanthropists, professional athletes, art collectors, private equity managers, and other prominent individuals. We have a cohesive group and a culture of helping shape the future of our people with mentoring, training, and promoting from within. As a testament to our group's impressive culture, all of the partners in our Denver estate planning group started as associates at the firm.
The Denver office of A Super-Regional Firm with A National Practice is seeking an associate for our ultra-high-net worth estate and tax planning team.
Position Responsibilities:
- Develop and draft complex estate planning documents for ultra-high-net-worth individuals.
- Manage and administer large and complex estates and trusts.
- Assist with preparation and filing of gift and estate tax returns.
- Continue to develop skills to counsel clients on a broad range of estate and tax planning strategies.
- Model and summarize advanced wealth transfer techniques.
Requirements:
- J.D. from an ABA accredited school.
- 0-5 years of experience as an attorney.
- Admitted to practice in Colorado, eligible to sit for the Colorado Bar Exam, or able to be waived in.
- For experienced candidates, familiarity with wills, trusts, and other estate planning documents. Relevant estate and gift tax and business entity experience preferred.
- Exceptional writing ability and computer savvy.
- Strong work ethic, entrepreneurial attitude, high level of attention to detail, and exemplary client service skills.
- Must be a self-starter and team player. Strong interpersonal and oral and written communication skills.
- Thrive in an inclusive, diverse work environment.
