Estate Planning & Wealth Transfer Partner
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Before you apply
SalaryNo pay range posted
LocationDenver, Colorado, United States
Work modehybrid
Typefull-time
SeniorityLead
DepartmentTax
Company size51–200 people
PostedNov 29, 2023 · 2y ago
Verified live3d ago
May no longer be actively hiring
Posted by the company on Nov 29, 202363% of this company's open roles have been listed for 90+ daysNo pay range listed, though Colorado requires one
At a glanceSummarised by Seekless from the posting.
Portable book of business required
Significant experience advising high net-worth individuals, families and entrepreneurial businesses on tax efficient ownership structures
Experience planning for succession of management of family-owned businesses and familiarity with multi-generational wealth transfer techniques
Experience forming family entities to help with the management and control of family investments
Experience assisting an executor through the administration of an estate, including preparation of estate tax returns, post-mortem planning for the surviving family members, and probate administration
Strong interpersonal and communication skills
Exceptional leadership skills
Candidates must be currently licensed in Illinois or licensed in another state with a UBE score that qualifies in Illinois for comity, be eligible to waive in, or be willing to sit for an upcoming IL bar exam
A degree or background in accounting, business or finance is a plus
CPA, CFP and/or a LL.M. in taxation is strongly preferred
Benefits
Health insurance
Vision insurance
Dental insurance
Life insurance
Disability insurance
Paid parental leave
Commuter benefits
Wellness programs
About the role
Gould & Ratner LLP is seeking an experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group. This attorney will have significant experience advising closely held businesses and high-net worth individuals and families in complex and sophisticated estate planning, wealth transfer, business succession planning, philanthropy and all related income tax matters.
Please note that this role allows a flexible work schedule with a hybrid remote/in-office presence.
Requirements
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Portable book of business required.
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Significant experience advising high net-worth individuals, families and entrepreneurial businesses on tax efficient ownership structures.
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Experience planning for succession of management of family-owned businesses and familiarity with multi-generational wealth transfer techniques.
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Experience forming family entities to help with the management and control of family investments.
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Experience assisting an executor through the administration of an estate, including preparation of estate tax returns, post-mortem planning for the surviving family members, and probate administration.
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Strong interpersonal and communication skills. This attorney will serve as a business advisor to clients, guiding them through a full range of financial, business and tax-related matters throughout their life cycle. The ideal candidate will have the confidence and demeanor to interact and build relationships with the Firm’s current clients, as well as the drive and ability to develop additional client relationships and business.
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Exceptional leadership skills. This attorney must have the ability and desire to step into a leadership role and have the potential to develop into a key member of the Wealth Transfer Group and the Firm.
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A degree or background in accounting, business or finance is a plus. CPA, CFP and/or a LL.M. in taxation is strongly preferred.
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Candidates must be currently licensed in Illinois or licensed in another state with a UBE score that qualifies in Illinois for comity, be eligible to waive in, or be willing to sit for an upcoming IL bar exam (open to relocation candidates that meet these requirements).
Benefits
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Comprehensive benefit package and competitive salary - more info can be found here https://www.gouldratner.com/wp-content/uploads/2026/10/2026-Salary-Range-Chart.pdf
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O pportunity to step into meaningful client relationships and be a key component of the Firm’s succession plan.
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This is a leadership role. We are looking for an attorney who has the ability and desire to step into a leadership position within the Wealth Transfer Practice Group.
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Emphasis on professional and business development.
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Low turnover, collegial and collaborative environment.
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Healthcare (medical, vision, dental), life and long-term disability insurance.
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Paid primary and secondary caregiver leave.
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Pre-tax commuter benefits and wellness programs (e.g., in-office gym and massages; 24/7 tele-medicine).
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Hybrid in-office/remote role.