International Wealth Planning Associate

Private Client and Tax Division The international wealth planning practice group acts for individuals and families, advising on a variety of tax and succession planning needs. We have a deep understanding of and broad experience in advising on such issues, including assisting in the creation of wills and establishing trusts and other wealth holding structures to manage, protect and transfer wealth, as well as residency relocation planning, an increasingly important issue for wealthy international families in today's global economy. We aim to help individual family members, and the family as a whole, navigate and plan for complex taxation issues to mitigate tax exposure and benefit from planning opportunities to consolidate and grow their wealth. The focus of this role will be advising high net worth individuals, family businesses and family offices on fiduciary structures, tax, governance, and succession matters. The Role This role will sit in our New York office. Responsibility will include full range of drafting complex trusts and wills. Knowledge of income and transfer tax rules affecting non-U.S. residents with U.S. income and/or assets, and U.S. residents with foreign income and/or assets. Knowledge of rules applicable to income taxation of complex non-U.S. trusts and their beneficiaries. Knowledge of pre-immigration and expatriation planning. Previous experience drafting, explaining, recommending, and finalizing sophisticated wealth planning strategies and documents. Knowledge of U.S. estate and gift tax and grantor trust rules. The role will also involve contributing to the team's profile and undertaking business development activities to establish, develop, and maintain long-term relationships; including, writing articles/posts, attending events/conferences and building networks with private wealth contacts/intermediaries including offshore and peer firms and counsel. This list of duties and responsibilities is not exhaustive. It is intended to describe the general content of, and requirements for the performance of this job, and as such, the role may also include the undertaking of additional tasks as required. Key Skills and Experience Strong academic credentials (J.D. required; LL.M. is a plus); Minimum 2 years of experience practicing in a law firm's Trusts & Estates and/or Private Client group; New York Bar membership required; Strong drafting, writing, research and communication skills; Exposure to both domestic and international experience; Exposure to sophisticated wealth planning structures for international families; Strong project management with an ability to balance a large number of competing priorities; and Attention to detail and a team player. Compensation commensurate with experience ranging from $180,000 to $220,000 About Withers Where global collaboration achieves exceptional results. A law firm focused on people and collaboration. For the past 125 years, Withers has supported some of the world's most remarkable people and organizations at defining moments in their lives. We are the only international law firm focused on successful individuals and private capital, working closely with founders, investors and family offices. We also advise governments, charities, global brands and start-ups of all shapes and sizes. Many of our clients are shaping the future, and creating solutions to tackle many of the world's problems. It makes for a fascinating and challenging practice. Our role is to get to know each individual client, find out where they want to be, and help them to get there - whether they are building a business, buying a home or protecting and defending their interests. To meet their unique needs we are exceptionally collaborative, working together across teams and time zones. And we are agile - focusing on strategy rather than rigid ideas and traditional hierarchy. Join us to be part of a team that is always looking to the future. Where initiative, big ideas and bold moves are always encouraged. Where you can truly be yourself. We are delighted to announce that we have been awarded Mansfield Certification Plus in relation to our recruitment and leadership progression efforts in the US and UK. This certification is an encouraging milestone as we continue to champion diversity within our organization and in the wider legal sector. For more information on Withers, please visit the following links: General Career Site , LinkedIn , About Us Equal Opportunities Employment Statement The firm is an Equal Employment Opportunity employer. Equal employment opportunity has been and will continue to be a fundamental principle at the firm. Employment at the firm is based upon personal capabilities and qualifications without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, military and veteran status, gender identity or expression, genetic information, or any other characteristic protected by federal, state, or local law. The firm prohibits and will not tolerate any discrimination or harassment on the basis of any of these classifications or characteristics. If you are interested in applying for employment and need special assistance or an accommodation to use our website to apply for a position, please contact the firm at (203) or email with your request. Determinations on requests for reasonable accommodation are made on a case-by-case basis.

Created: 2024-11-17