The role requires experience in estate planning, probate, and trust and estate administration.
A preference exists for candidates with experience preparing estate and gift tax returns.
The position involves serving high net worth clientele with diverse backgrounds and personalities.
An LL.M., CPA designation, or other evidence of technical tax knowledge is preferred but not required.
The role is partnership-track.
Hybrid work arrangements are available, with potential for full virtual work after an extended period.

Mid-Level Private Client Services Associate

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