Estate & Tax Planning Legal Counsel

Dalio Family Office

Westport, CT, United States
Base: $300,000 - $385,000; bonus/equity: inclusive...
On-site
Estate and tax planning strategies
Sophisticated estate plans
Wealth transfer techniques
The Dalio Family Office is seeking a mid-level Estate & Tax Planning Legal Counsel to develop and implement sophisticated estate and tax strategies for the family and their trusts. The role requires extensive experience in estate planning and tax law, collaboration with cross-disciplinary teams, and project management skills

Job Summary

  • The Dalio Family Office seeks a mid-level Attorney to support the design and implementation of estate and tax planning strategies for family members, trusts, and related entities.
  • Responsibilities include managing a diverse portfolio of planning projects, liaising with outside counsel, and serving on cross-disciplinary teams for special projects.
  • Benefits include 100% company-paid medical premiums, a generous 401(k) match, hybrid work environment, and catered food services.

Matching Summary

Match Score: 85

The Dalio Family Office is seeking a mid-level Estate & Tax Planning Legal Counsel to develop and implement sophisticated estate and tax strategies for the family and their trusts. The role requires extensive experience in estate planning and tax law, collaboration with cross-disciplinary teams, and project management skills.

Salary

Base: $300,000 - $385,000; Bonus/Equity: inclusive of a merit-based bonus; Benefits: comprehensive employer paid medical plan and generous employer match for 401k

Skills & Requirements

Must-have

  • Estate and tax planning strategies
  • Sophisticated estate plans
  • Wealth transfer techniques
  • Cross-border planning experience
  • Managing outside counsel

Nice-to-have

  • Inquisitive and proactive
  • Comfortable with ambiguity
  • High level of integrity
  • Client service mindset

Key Requirements

  • J.D. from accredited law school
  • Admitted to practice law
  • At least 7 years of experience
  • Bachelor’s Degree

Work Rights

Not specified

Tailored Resume

Cover Letter