Job Description

I am currently working with a top tier firm on a number of positions, which includes a Partner to join their leading Private Client practice group in Chicago.

Responsibilities

• Work closely with the lead Partners across the firm's practice group.
• Assist individuals, entrepreneurs, business owners, and family offices on complex estate planning, business planning, administration and transfer taxation.
• Work with clients on estate planning and tax services, which range from the preparation of basic estate plans to the creation and implementation of comprehensive wealth transfer plans for high-net-worth individuals.
• Work with the group on business development - both regionally and nationally.

Qualifications and Requirements

• Min of 7 years of private client experience.
• Strong academic background.
• Licensed to practice in Illinois.
• A form of portable business is beneficial.
• Strong business development skills.

Benefits:

• Benefit offerings for full-time employment include supplemented medical, dental, vision, short-term and long-term disability, wellness plans, generous profit share / 401k contributions, professional liability insurance cover, CLE and business related expenses.
• Annual discretionary bonus based on company and individual performance.
• Hybrid working patterns - including remote.
• Anticipated Base Pay range (dependent on experience and portable business): $220k-$300k per annum.

Equal Opportunity Employer/Veterans/Disabled

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• The California Fair Chance Act

• Los Angeles City Fair Chance Ordinance

• Los Angeles County Fair Chance Ordinance for Employers

• San Francisco Fair Chance Ordinance

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