Associate (International Wealth Planning)


Permanent - Full Time


New York

Job Role

Private Client and Tax

Apply Now

Associate (International Wealth Planning) – New York, NY - Advise high-net worth individuals and family businesses on tax, trust and estate, and business succession matters. Develop estate plans and trusts and asset restructuring for clients by coordinating establishment of domestic and foreign entities. Advise clients, advisors, and trust companies regarding international tax compliance reporting for individuals and entities and review tax and information returns. Advise on cross-border income and estate tax planning, and income and transfer tax rules affecting non-US residents with US income and/or assets, and US residents with foreign income and/or assets. Perform research and apply rules applicable to income taxation of complex non-US trusts and their beneficiaries, as well as pre-immigration and expatriation planning. Reqs: JD from ABA accredited program, NY Bar Admission + 2 years experience with tax analysis. Send CV to Withers Bergman at

Apply Now