Tax & Estate Director

Ascend is a New York City-based multi-family office, which serves a small number of UHNW clients. The firm provides a multitude of core services, including a proprietary endowment style investment program.

The firm represents partners and friends of Interplay, a New York City-based innovation ecosystem focused on building high-growth companies.

The team is seeking to add a world-class estate counsel to drive proactive and innovative estate planning strategies for member families.

WHAT YOU’LL DO

• Advise families on applicable tax strategies, estate planning strategies, and insurance strategies, coordinating with domain experts as needed.
• Represent the estate planning perspective in internal investment and planning decisions.
• Serve as a point of contact for family principals, bridging internal teams, vendors, and custodians to provide an unparalleled, high-touch experience that anticipates and exceeds client expectations.
• Collaborate with the investment team on customized asset allocation and cash management plans, from formulation to execution.
• Contribute to our business development efforts, including onboarding of new families and expanding client service offering.
• Monitor and abide by compliance guidelines within SEC requirements to safeguard both the firm and its clients.

PREFERRED SKILLS AND EXPERIENCE

• Deep understanding of financial markets, investments, and financial planning.
• 7+ years of proven experience in estate law or a similar field.
• Highly developed emotional intelligence (EQ) and social skills.
• High degree of familiarity with client relationship management and customer service best practices.
• Excellent communication, negotiation, and presentation skills.

WHO YOU ARE

• A self-starter who is motivated to learn.
• You get things done, find a way around walls and pursue excellence.
• A versatile problem solver who can handle a multitude of responsibilities and is not afraid to get their hands dirty.
• A highly organized and capable multi-tasker, managing priorities and deadlines while maintaining high quality and professionalism.
• An empathetic listener who builds genuine, trust-based relationships with clients, understanding unique needs and constraints.
• A team player with excellent interpersonal skills, open to receiving and providing constructive feedback.
• An effective communicator, displaying comfort and confidence when interacting with high-profile clients, senior leadership, and cross-team colleagues.