Charitable Planning Attorney

Profile

A highly regarded law firm in Stamford is in search of a seasoned Charitable Planning Attorney to join their team. This role offers a unique opportunity to make a meaningful impact by guiding clients through the intricacies of charitable planning. Whether you are a Partner, Counsel, or Senior Associate, your expertise is valued here. The ideal candidate will possess strong academic credentials, including a J.D. degree from an ABA-approved law school and active membership in good standing in the Connecticut and/or New York or Florida Bars.

As a Charitable Planning Attorney, you will take on a diverse array of responsibilities, including structuring and forming charitable organizations, both public charities and private foundations. You will also prepare and administer charitable remainder trusts and charitable lead trusts, as well as handle the preparation of tax-exempt status applications. Reviewing income tax returns for charitable entities and providing comprehensive advice to charitable organizations and entities on governance and administration will be part of your daily tasks. Additionally, you will advise individuals on charitable deductions and the structuring of charitable gifts.

To excel in this role, candidates should bring at least 6 years of experience in the field of charitable planning. Whether you are a seasoned attorney or a rising star in the legal profession, your dedication to this practice area will be your greatest asset. Your strong academic background, along with your J.D. degree and active Bar membership, are essential. Your expertise in structuring charitable organizations, trusts, and tax-exempt status applications, as well as your ability to provide sound advice to both organizations and individuals, will be highly valued.

Joining the team in Stamford means becoming part of a supportive, diverse, and inclusive work environment. Your commitment to excellence will be valued and offer competitive compensation and benefits. This role provides an ideal platform to further develop your career in charitable planning while contributing to the success of the clients and the broader community. Your passion for making a positive impact through charitable planning will find its perfect home here.

Company info

BCG Attorney Search
125 Park Avenue, 25th floor
New York
New York
United States 10017
Phone : (212) 232-0277
Fax : (213) 895-7306