Position Summary: At Legacy, legal and tax strategy is a core part of how we serve our families, and the Legal & Tax Strategist is at the center of that work. In this role, you will serve as the legal and tax resource for client teams working on advanced estate, trust, business succession, and charitable planning. This is a visible, high-impact position: your expertise helps our advisors win and retain client relationships and helps families protect what matters most, building a lasting legacy. The role calls for deep technical expertise and the ability to explain complex issues simply. This is a hands-on role working directly on client matters. You will work closely with outside counsel, who will prepare all documents for execution, so your time goes to strategy and client impact. Position Responsibilities: Legal & Tax Client Team Support
- Partner with Legacy’s client advisors to support new business development and deliver a high standard of client service to existing clients.
- Review prospective client planning documents, prepare estate flow and positioning analysis, and support the client advisors in prospective client meetings.
- Research planning options, join exploration calls with outside advisors, prepare design deliverables, and proactively identify creative solutions to meet client objectives.
- Provide technical support to the client advisors before and during client meetings.
- Review drafting instructions for outside counsel and review draft documents against planning objectives.
- Support client teams on trust administration, ongoing client developments, and compliance or reporting items affecting income, gift, estate, and generation-skipping transfer tax planning.
Education, Networking & Professional Development
- 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 the continuing education needed to maintain bar admission and stay current on estate, trust, tax, and multifamily office topics.
Background Requirements/Preferences:
- Juris Doctor required, with additional estate planning accreditation (Accredited Estate Planner) or Master of Laws in Taxation (LL.M.) preferred.
- Active bar admission in good standing in at least one US state (PA/NJ preferred).
- 8+ years of experience with 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 and internal teams (such as investment, insurance, and operations), and with clients’ outside attorneys, CPAs, and other professionals.
- Strong computer skills, Microsoft Office proficiency, CRM familiarity a plus; commitment to adopting new technologies.
- Commitment to Legacy's Core Values of:
- Client First
- Work Hard
- Excellence
- Positive Attitude
- Respect
- Always Do the Right Thing
About Our Firm: Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. We are a well-established and growing RIA with expertise in investment and wealth planning for ultra-high-net-worth ($25M+) individuals and business owners. As an independent, fee-based firm, we are committed to helping our clients achieve peace of mind by serving them with the highest level of integrity and ensuring that their business and personal affairs are always in order. The common trait they share is too little time to take care of the strategic and tactical planning needed to secure their financial objectives. Benefits & Perks:
- Medical, Dental, and Vision Insurance
- Group Life, Short-Term Disability, and Long-Term Disability – provided at no cost to the associate
- Voluntary Life and AD&D Insurance options available
- Flexible Spending Accounts (FSA) and Dependent Care Accounts
- 401(k) Plan
- Paid Time Off (PTO)
- A culture of professional growth, stability, and long-term success
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