Tax & Estate Director
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.