Legal & Tax Strategist

Legacy Advisors, LLC•Plymouth Meeting, PA

17h•Hybrid

About The Position

The Legal & Tax Strategist serves as a legal and tax resource for client teams working on advanced estate, trust, business succession, and charitable planning. This visible, high-impact, hands-on role applies technical expertise to client matters, supports advisors in winning and retaining relationships, and helps families protect their assets and plan for the future. The role works closely with outside counsel, who prepare documents for execution, allowing the Strategist to focus on planning strategy and client impact. The Strategist partners with client advisors on prospective and existing client matters, reviews planning documents, analyzes estate flows and positioning, researches planning options, and develops planning deliverables. The role also supports client meetings, reviews instructions and draft documents from outside counsel, and assists with trust administration and tax-planning compliance matters. In addition, the Strategist develops internal education, participates in professional organizations, and maintains relevant professional knowledge and credentials.

Requirements

Juris Doctor degree.
Active bar admission in good standing in at least one U.S. state.
At least 8 years of experience in estate, trust, and tax planning, including business succession, charitable, gift tax, estate tax, and income tax planning.
Experience working with high-net-worth and ultra-high-net-worth clients.
Ability to communicate complex issues simply, with excellent written and verbal communication skills.
Ability to collaborate effectively with client advisors, internal teams, clients’ outside attorneys, CPAs, and other professionals.
Strong computer skills and proficiency with Microsoft Office.
Commitment to adopting new technologies.
Commitment to Legacy’s Core Values: Client First, Work Hard, Excellence, Positive Attitude, Respect, and Always Do the Right Thing.

Nice To Haves

Accredited Estate Planner accreditation or a Master of Laws in Taxation (LL.M.).
Active bar admission in Pennsylvania or New Jersey.
Familiarity with CRM systems.

Responsibilities

Partner with client advisors to support new business development and provide a high standard of service to existing clients.
Review prospective client planning documents, prepare estate flow and positioning analyses, and support advisors in prospective client meetings.
Research planning options, participate in exploration calls with outside advisors, prepare design deliverables, and identify creative solutions to client objectives.
Provide technical support to client advisors before and during client meetings.
Review drafting instructions for outside counsel and compare draft documents with planning objectives.
Support client teams with trust administration, ongoing client developments, and compliance or reporting items affecting income, gift, estate, and generation-skipping transfer tax planning.
Develop and present internal education on legal and tax concepts and significant legislative developments.
Participate in relevant professional organizations to strengthen relationships with legal and accounting professionals and increase firm visibility.
Attend conferences and complete continuing education needed to maintain bar admission and remain current on estate, trust, tax, and multifamily office topics.