About the role

Role Overview
Join a leading Am Law firm as a Private Wealth Services Counsel Attorney in the Tax & Employee Benefits Practice. Advise high-net-worth individuals, families, and businesses on estate and wealth transfer planning.
What You Will Do
Design and implement estate planning strategies, counsel clients on trust and estate administration, and draft wills, trusts, and other estate planning instruments.
Why It Might Be a Fit
Ideal for an attorney with 10+ years of trusts and estates experience who enjoys building long-term client relationships and serving as a trusted advisor on complex wealth planning strategies.
Requirements
J.D. from an ABA-accredited law school
10+ years of experience in trusts and estates or private wealth planning at a law firm
Significant experience with sophisticated estate planning, transfer tax planning, trust and estate administration, and fiduciary counseling
Strong understanding of estate tax, gift tax, and generation-skipping transfer (GST) tax issues
Excellent drafting, analytical, communication, and client relationship management skills
Benefits
Competitive compensation commensurate with experience
Performance-based bonus opportunities
Comprehensive benefits package including medical, dental, vision, retirement benefits, paid time off, and firm-sponsored wellness programs
Originally posted on Himalayas

Interview prep

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Role

Technology & IT Administration Private Wealth Services Counsel remote

Likely questions

Tell us about work you have done that is close to the Private Wealth Services Counsel Attorney role.
How would you approach your first 30 days at Direct Counsel?
Which of Administration, Private and Wealth have you used recently, and what did it help you achieve?
Describe a time you solved a problem without waiting to be told exactly what to do.
How do you stay organised and communicate clearly when working remotely?

Prepare before the call

A recent example that proves your experience with Administration, Private and Wealth.
One short story with a problem, your action, and the result.
Two examples that show the strengths listed on your CV.
A clear reason why this role and company interest you.
Your availability, preferred work style, and salary expectations.

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What would success look like in the first 90 days?
What are the main problems this hire should help solve?
How does the team give feedback and measure good work?
What does a normal working week look like for this role?

Practice line

I am interested in the Private Wealth Services Counsel Attorney role because I can bring practical experience in Administration, Private and Wealth, learn the team quickly, and contribute to the outcomes Direct Counsel needs from this hire.

Private Wealth Services Counsel Attorney

About the role

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Likely questions

Prepare before the call

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