Base: not specified; bonus/equity: not specified; ...
On-site
Estate and gift tax planning
Income tax planning expertise
High net worth client advisory
At BNY, our culture allows us to run our company better and enables employees’ growth and success
Job Summary
At BNY, our culture allows us to run our company better and enables employees’ growth and success.
This role advises a broad range of High Net Worth and Ultra High Net Worth clients on estate, gift, income tax planning, family governance, philanthropy, and business succession strategies.
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and pay-for-performance philosophy.
Matching Summary
At BNY, our culture allows us to run our company better and enables employees’ growth and success.
Salary
Base: Not specified; Bonus/Equity: Not specified; Benefits: Highly competitive compensation, benefits, and wellbeing programs
Skills & Requirements
Must-have
Estate and gift tax planning
Income tax planning expertise
High Net Worth client advisory
Complex trust structuring
Wealth management collaboration
Tax risk mitigation
Nice-to-have
Thought leadership in wealth planning
Industry conference participation
Client outreach and prospecting
Team mentorship and guidance
Use of AI and advanced technologies
Champion of inclusion culture
Key Requirements
Bachelor’s degree or equivalent
J.D., law, accounting, or tax degree
7-10 years professional experience in estate and tax planning
At least 6 years private legal practice or wealth management experience