Tax & Estate Director

Job description

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.