Senior Associate, Private Client & Tax
Permanent - Full Time
Private Client and Tax - Private Property
Law.com International's Law Firm of the Year 2021
For 125 years, our firm has focused on and helped successful people, families, entrepreneurs, family businesses, governments and institutions negotiate the wide range of legal issues they face in their business and personal lives. Over time, we have gained valuable insights into the ways wealth can be generated, preserved, deployed and enhanced. We assist our clients in a variety of industry sectors including real estate, manufacturing, motorsport, luxury brands, sport, hotels and hospitality, technology, energy, art and cultural assets, life sciences, charities and philanthropy and financial services. With 18 offices our experience means we can see the global picture. We provide legal advice across a range of different practice areas including estate planning, personal and corporate tax and, corporate, banking and finance, access to capital (both private and public) both equity and debt, real estate, intellectual property, immigration, international trust structuring, philanthropy, luxury assets, international probate, public international law and international arbitration.
Private Client and Tax Division
Today, we are the only truly global law firm dedicated to the personal and private capital needs of high net worth individuals and families.
Many of our clients are international families with interests in a number of locations. In a fast-moving and increasingly compliance focused world, the need for integrated advice that reaches across borders has never been greater. With offices across Europe, the United States and Asia-Pacific we provide coverage that other law firms in this area cannot match. Our team of experienced private client solicitors continually look for opportunities to ensure we have a strong presence in the locations where our clients live, work and invest.
Our advice to fiduciaries covers the design and implementation of new plans, as well as the modernization and consolidation of older trusts. We also assist them in complying with the complex rules surrounding investments, accounting, taxes and compliance.
This practice generates approximately 55% of the partnership's revenues and is the largest in the world with over 300 people. We advise on domestic and international tax, estate planning, succession and mental capacity laws in Europe, the US and Asia, as well as facilitating our client's philanthropic endeavors. We have immigration teams in the major financial centers and are well placed to deal with tax investigation and litigation cases. Real estate is very important to our clients, and we have a specialist residential and rural team.
Clients from every walk of life
Our clients have achieved success in many fields, from senior executives of tech companies and venture capital executives to multi-generational families, owners, managers and investors in private capital and some of the world’s wealthiest people. In Europe we have represented 70% of The Sunday Times top 100 Rich List and in Asia we act for 35% of the Hong Kong Forbes Rich List. We act not just as private client lawyers but trusted advisers, looking to build strong relationships with you and with other professionals advising you. This is one of the reasons we are proud to have been asked to represent families down the generations. Our mission: To be recognized as the top, and only truly global, law firm offering integrated domestic and international private client and tax advice.
The private client team is ranked top in our offices around the world by the leading legal directories and have won and been shortlisted for a number of well recognized awards over the years
The focus of this role will be to work alongside partners and senior associates in advising high net worth individuals and their advisors on primarily complex domestic estate and tax planning, trust structuring, and estate and trust administration, including working with business interests, investment vehicles, family enterprises and charitable organizations. Successful candidates will have a strong desire to learn and increase the sophistication of their practice.
Key Skills and Experience
- Admitted to and in good standing with the California Bar
- Strong academic credentials (JD required; LL.M. a plus)
- 4 – 7 years’ experience practicing in a law firm Trusts & Estates group
- Strong drafting, writing, research and communication skills
- Experience drafting complex wills, revocable trusts and insurance trusts
- Exposure to and experience in drafting, advising on, and implementing sophisticated wealth planning strategies such as Grantor Retained Annuity Trusts, Dynasty Trusts, Directed Trusts and Installment Sales to Trusts
- Knowledge of and ability to research and apply rules governing income taxation of trusts and estates, gift tax return reporting, generation-skipping transfer (GST) tax
- Exposure to cross-border planning, California income tax planning and QSBS (qualified small business stock) planning are a plus, but not required.
- Desire to work directly with clients and coordinate with intermediaries, with a goal of establishing and maintaining long-term productive relationships
- Strong project management, ability to balance a large number of competing priorities
- Team Player
COVID – 19 Vaccination Requirement
Withers Bergman LLP requires all new hires to provide proof of being fully vaccinated against COVID-19 as a condition of employment. Reasonable accommodation(s) based on medical or religious grounds will be provided to qualified candidates. Candidates will be required to verify their vaccination status only after a conditional offer of employment is made. Applicants should not provide information about their vaccination status or need for accommodation prior to receiving a conditional offer of employment.
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) 789-1320 or email email@example.com with your request. Determinations on requests for reasonable accommodation are made on a case-by-case basis.