Counsel | Strategic Wealth Planner

Job Title: Counsel

Location: Wichita, KS

Job Type: Full-Time

About Us: We are a single-family office serving an ultra-high-net-worth client, dedicated to managing and preserving wealth across generations. Our team is committed to providing exceptional service and expertise in various areas, including estate planning, tax strategies, and non-profit management.

Job Description: K5 Enterprises is seeking a highly skilled and experienced attorney to join our team. The ideal candidate will have a strong work ethic and background in estate planning, tax law, and non-profit organizations. This role will be instrumental in advancing legal and wealth transfer strategies to optimize positions managed by the organization. This role offers a challenging and exceptional career opportunity and will involve collaborating closely with our general counsel and leadership cohort, including investment, finance, and legal professionals. Working in our single-family office will provide exposure to a variety of subject areas and the opportunity to learn and apply new skillsets through your work product. This position will be based in-office.

Key Responsibilities:

  • Collaborate, develop and implement wealth planning strategies to ensure the efficient preservation and transfer of wealth for multiple generations.
  • Apply knowledge of legal risks and concepts to strategically develop recommendations for key stakeholders.
  • Conduct research and stay up to date with changes in relevant laws and regulations.
  • Advise on and monitor legal/tax strategies to optimize tax efficiency and compliance with relevant laws and regulations.
  • Provide counsel on the formation and management of non-profit organizations, including compliance with applicable laws and regulations.
  • Draft, review, and negotiate various legal documents, including trusts, trust administration actions, contracts, and agreements.
  • Collaborate with other professionals, such as financial advisors and accountants, to provide comprehensive legal solutions.
  • Work closely with the general counsel and leadership cohort (investment, finance, tax) to develop and implement strategies.

Qualifications:

  • Juris Doctor (JD) degree from an accredited law school.
  • Admission to the state bar and in good standing.
  • Experience in estate planning, tax law, and non-profit organizations.
  • Strong analytical and problem-solving skills.
  • Excellent written and verbal communication skills.
  • Ability to work independently and as part of a team.
  • High level of professionalism and discretion.

Qualifications that Set You Ahead:

  • LL.M. in Taxation or related field.
  • Knowledge of international tax laws and regulations.
  • Experience working with ultra-high-net-worth clients.

Compensation:

  • Competitive salary based on experience.
  • Comprehensive benefits package, including health insurance, retirement plans, retirement match, and paid time off.

Benefits:

  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Parental leave
  • Professional development assistance
  • Vision insurance

Schedule:

  • Monday to Friday

Work Location: In person

Job Type
Financial/Wealth Planner
Legal Counsel
Organization
K5 Enterprises
How to apply
https://www.indeed.com/job/counsel-43c20a294f286d3f
Location

USA
Wichita, KS 67206
United States