What are the responsibilities and job description for the Family Office Counsel position at Keel Point?
Company : Keel Point, a premier boutique and entrepreneurial Multi-Family Office and Private Wealth Management firm.Role Overview : Keel Point is seeking a highly skilled and experienced attorney to join our team as the Family Office Counsel. This pivotal role involves providing expert technical support to our Family Wealth Directors and Client Service Teams, advising our ultra-high net worth clients on complex tax and estate planning matters. The Family Office Counsel will also supervise a team of technical tax and financial associates.Key Responsibilities : Serve as Keel Point’s primary legal and tax resource for the Family Office team.Review, summarize, and maintain trust agreements and wills.Diagram estate plans and various estate planning strategies.Participate in the wealth design process with internal and external teams.Collaborate with outside attorneys to implement estate strategies and plans.Manage entity operations for clients, including calculating and facilitating quarterly distributions, annuity payments, CLAT gifts, family limited partnership distributions, etc.Ensure distributions are made in a tax-efficient manner from both gift tax and income tax perspectives.Coordinate with external centers of influence in estate and tax planning to perform technical research and stay updated on recent developments.Work closely with the Family Office Tax Accountant and other members of the Technical Team to support income tax planning and compliance matters .Perform tax projections and tax planning analysis.Provide technical oversight and training to the Keel Point Team in financial planning, estate planning, and tax planning.Manage multiple projects simultaneously on behalf of the team and our clients.Ideal Candidate Profile : The ideal candidate will embody and reflect Keel Point's Core Values. The Family Office Counsel should have at least five years’ experience in tax and estate planning, with substantial expertise in estate and income tax planning. A strong interest in ultra-high net worth client planning matters is essential. Proficiency in Microsoft Excel and Word is required, and experience with BNA tax planning software is advantageous.Benefits : This is a unique opportunity with a dynamic advisory company. We offer competitive compensation, unlimited vacation, medical and dental insurance, employer contribution to 401(k), a company bonus plan, and a friendly working environment. Salary is negotiable based on experience.Join Keel Point and be part of a team that delivers exceptional service to our distinguished clients.
