Tax & Estate Director

About this role

Tax & Estate Director

Ascend Family Office

LOCATION

New York, NY

Hybrid: Onsite 2+ days a week (NoHo Office)

Part- Time: ~20-25 hours a week

Hourly rate: ~$120- $150 an hour

JOB DESCRIPTION

Ascend is a New York City-based multi-family office, which serves a small number of UHNW clients. The firm provides a multitude of core services, including a proprietary endowment style investment program.

The firm represents partners and friends of Interplay, a New York City-based innovation ecosystem focused on building high-growth companies.

The team is seeking to add a world-class estate counsel to drive proactive and innovative estate planning strategies for member families.

WHAT YOU’LL DO

- Advise families on applicable tax strategies, estate planning strategies, and insurance strategies, coordinating with domain experts as needed.

- Represent the estate planning perspective in internal investment and planning decisions.

- Serve as a point of contact for family principals, bridging internal teams, vendors, and custodians to provide an unparalleled, high-touch experience that anticipates and exceeds client expectations.

- Collaborate with the investment team on customized asset allocation and cash management plans, from formulation to execution.

- Contribute to our business development efforts, including onboarding of new families and expanding client service offering.

- Monitor and abide by compliance guidelines within SEC requirements to safeguard both the firm and its clients.

PREFERRED SKILLS AND EXPERIENCE

- Deep understanding of financial markets, investments, and financial planning.

- 7+ years of proven experience in estate law or a similar field.

- Highly developed emotional intelligence (EQ) and social skills.

- High degree of familiarity with client relationship management and customer service best practices.

- Excellent communication, negotiation, and presentation skills.

WHO YOU ARE

- A self-starter who is motivated to learn.

- You get things done, find a way around walls and pursue excellence.

- A versatile problem solver who can handle a multitude of responsibilities and is not afraid to get their hands dirty.

- A highly organized and capable multi-tasker, managing priorities and deadlines while maintaining high quality and professionalism.

- An empathetic listener who builds genuine, trust-based relationships with clients, understanding unique needs and constraints.

- A team player with excellent interpersonal skills, open to receiving and providing constructive feedback.

- An effective communicator, displaying comfort and confidence when interacting with high-profile clients, senior leadership, and cross-team colleagues.