Tax & Estate Director

📋 Description Advise families on tax, estate planning, and insurance strategies with experts. Represent estate planning in internal investment and planning decisions. Be a main contact for family principals, bridging teams, vendors, custodians. Collaborate with the investment team on asset allocation and cash plans. Support business development, onboarding new families and expanding services. Monitor SEC compliance to safeguard the firm and its clients. 🎯 Requirements Deep understanding of financial markets, investments, and planning. 7+ years of estate law experience. Highly developed EQ and social skills. Familiarity with client relationship management and service. Excellent communication, negotiation, and presentation skills. Self-starter who is motivated to learn. 🎁 Benefits Hybrid: onsite 2+ days a week (NoHo Office) Part-time: ~20-25 hours per week