Estate & Tax Planning Legal Associate

The Estate and Tax Planning Legal Associate will support the design and implementation of estate and tax planning strategies for the Dalio family, including best in class estate plans, and work closely with the Pillar Head on tax and planning matters.

Requirements

• D. from an accredited law school and admitted to practice law in one or more states and in good standing
• At least 4 years of experience in sophisticated estate and tax planning, including strategy for ultra-high net worth individuals, gained in a law firm and/or related environment
• Strong understanding of estate, gift and income tax principles, trust law, and entity structures
• Experience drafting complex wills and trusts, preparation of client presentations, tax calculations and analysis and administration of estates from probate through closing
• Ability to understand complex legal frameworks, synthesize them for clients and recommend resulting planning strategies
• Exposure to cross-border planning preferred
• Effective at managing outside counsel, including specialized and highly sophisticated providers
• Strong project management experience providing oversight and management of multiple medium-sized projects; critical thinking; strong organizational and prioritization skills
• Collaborative and adaptable team player with a client service mindset

Benefits

• 100% company paid medical premiums
• 17 company paid holidays
• Friday summer hours
• Monthly community happy hours
• Hybrid work environment
• Free catered food services for in-office days
• Generous PTO offering
• Casual dress code
• 150% 401(k) match up to $7,500 and 100% match above $7,500 ($15k match limit)
• Gym reimbursement, back up childcare services, insurance, financial, and legal services, and much more!