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Description We are looking for an experienced Attorney with a strong background in tax and estate planning to support high-net-worth families. This role involves crafting sophisticated strategies for wealth preservation, advising on trust and estate structures, and ensuring compliance with tax regulations. The position is based in Tysons, Virginia, and offers an opportunity to work closely with ultra-wealthy individuals and family offices.

Responsibilities:

• Develop and implement comprehensive tax and estate planning strategies tailored to high-net-worth clients.

• Provide expert guidance on trust and estate structures to ensure optimal wealth preservation.

• Oversee the legal and operational aspects of entity management for family offices.

• Collaborate with clients to design personalized plans for gift taxes, probate, and estate administration.

• Utilize advanced tax planning tools, such as Bloomberg, to model and analyze potential strategies.

• Ensure all legal documentation and processes comply with applicable tax laws and regulations.

• Work closely with private wealth management teams to align strategies with client goals.

• Stay updated on changes in tax laws and estate planning practices to provide informed advice.

• Represent clients in legal matters related to estate administration and tax disputes, as needed. Requirements

• A minimum of 3 years of experience in tax and estate planning, preferably with high-net-worth clients.

• Strong expertise in private wealth management, estate planning, and gift tax strategies.

• Familiarity with probate and estate administration processes.

• Proven ability to work with high-net-worth ($25M+) individuals and family offices.

• Proficiency in using advanced tax planning tools such as Bloomberg.

• In-depth knowledge of tax laws and regulations related to estate planning.

• Excellent analytical and communication skills.

• A Juris Doctor (JD) degree and active bar membership in the relevant jurisdiction.

Compensation & Perks:

• Competitive salary and performance-based bonus.

• Flexible time-off policy and full benefits package.

• Growth potential in a collaborative, mission-driven environment.

• Work life balance and family oriented team with strong tenure - low turnover rate.

For confidential consideration, apply here and/or reach out to Desirae Luna on LinkedIn.

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