Dforeferrals

Estate & Tax Planning Legal Counsel

Westport, CT

No sponsorship$325k-$425kDetected 20 days ago
Project ManagementAccountingBudgetingTaxLeadershipCommunicationCritical ThinkingPublic SpeakingAdaptability

About the role

  • The core of the DFO's culture is built around meaningful work and meaningful relationships and the family's commitment to giving back.
  • The office is headquartered in Westport, CT with regional offices in New York City, Singapore, and Abu Dhabi.
  • The Estate and Tax Planning (ETP) Pillar is responsible for delivering innovative solutions to help the Dalio family achieve their financial, philanthropic, and personal goals.

Responsibilities

  • Work closely with the Pillar Head to develop and implement sophisticated estate and tax planning strategies for family members, trusts and other related entities
  • Manage budgeting and related spend along with ensuring engagement letters are fully executed in coordination with Legal Pillar
  • Drive the implementation of ETP strategies across various other pillars in the organization
  • Manage the planning needed to incorporate life events, including births and marriages
  • Our Estate and Tax Planning Pillar is seeking an Attorney to support the design and implementation of estate and tax planning strategies including best in class estate plans.
  • The Legal Associate will manage a diverse portfolio of planning projects and work closely with the Pillar Head on tax and planning matters.
  • Manage library of summaries of significant estate documents, entities or related structures

Requirements

  • At least 7 years of experience in sophisticated estate and tax planning, including strategy for ultra-high net worth individuals, gained in a law firm and/or related environment
  • Strong understanding of estate, gift and income tax principles, trust law, and entity structures
  • Experience drafting complex wills and trusts, preparation of client presentations, tax calculations and analysis and administration of estates from probate through closing
  • Ability to understand complex legal frameworks, synthesize them for clients and recommend resulting planning strategies
  • Bachelor's Degree
  • D. from an accredited law school and admitted to practice law in one or more states and in good standing
  • Effective at managing outside counsel, including specialized and highly sophisticated providers
  • Strong project management experience providing oversight and management of multiple medium-sized projects
  • critical thinking
  • strong organizational and prioritization skills
  • Collaborative and adaptable team player with a client service mindset
  • Compensation:
  • Compensation for the role includes a competitive salary in the range from $325,000 -$425,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, as well as applicable skillset) and an excellent benefits package, including paid time off ranging from 15 to 25 days based on years of service, paid sick and safe leave, dental, vision, life and disability insurance, paid parental time off, birth mother recovery pay, sick family member pay, parental ramp back up program, gym reimbursement and generous employer match for 401k.

Nice to have

  • Exposure to cross-border planning preferred

Compensation

  • Please note we are unable to provide immigration sponsorship for this position.
  • At the DFO, we believe our biggest asset is our people.

Benefits

  • 100% company paid medical premiums
  • Generous PTO offering
  • Gym reimbursement, back up childcare services, insurance, financial, and legal services, and much more!

Company info

  • 17 company paid holidays

Equal opportunity

  • We are proud to be an equal opportunity employer, hiring and developing individuals from diverse backgrounds and experiences to add to our collaborative culture.

Visa & Work Authorization

  • Please note we are unable to provide immigration sponsorship for this position.
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This listing is sourced directly from Dforeferrals's careers page and normalized into a canonical job model.