Associate (International Wealth Planning)

About Withersworldwide

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. 

Summary 

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.

Key Skills and Experience 

• Strong academic credentials (JD required; LLM in tax is a plus)
• Minimum 2+ years' law firm experience 
• Strong drafting, writing and communication skills
• Experience drafting wills and trusts
• Knowledge of U.S. estate and gift tax and grantor trust rules 
• Exposure to sophisticated wealth planning structures for international families
• Some 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 
• Some knowledge of rules applicable to income taxation of complex non-U.S. trusts and their beneficiaries
• Experience with pre-immigration and expatriation planning a plus
• Strong project management skills; ability to balance a large number of competing priorities
• Experience with Excel and PowerPoint a plus
• Attention to detail
• Team Player
• Spanish language abilities a plus 
• Compensation commensurate with experience ranging from $175,000 to $220,000

About Withersworldwide

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 17 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. 

Equal Opportunities Employment Statement 

Withers Bergman LLP 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 us.recruiting@withersworldwide.com with your request. Determinations on requests for reasonable accommodation are made on a case-by-case basis.