Attorney- Estate & Tax at Vertis Wealth

Who We Are

Vertis Wealth is a premier wealth management and advisory firm dedicated to helping families protect and grow their wealth. With an integrated approach that combines financial, Tax and Legal planning, we deliver customized solutions that create lasting impact for our clients and their families.

Our clients are at the heart of everything we do. By working collaboratively across departments tax, legal, financial planning, and business advisory we ensure each clients legacy is preserved and their goals are achieved.

What Youll Do

We are seeking an Attorney to serve as the Director of our Tax Department, leading tax strategy for our clients across the country. This is a Hybrid, client-facing leadership role with an established book of business and significant growth opportunity.

In this role, you will:

• Lead the Legal Department, setting strategy and mentoring staff.
• Conduct client meetings, providing counsel on tax strategies, and wealth transfer.
  
• Oversee Tax preparation process for clients
• Collaborate with financial advisors, CPAs, and outside counsel to implement creative, tax-efficient solutions.
• Stay current on state and federal tax law changes to ensure compliance and proactive planning.
• Leverage Vertis Wealth and Vertis Laws established client base to grow your legal practice.

What Were Looking For

• Active Bar admission in at least one U.S. state.
• Entry-level attorneys welcome (must have passed the State Bar); experience in tax, estate planning, or business law preferred.
• Strong written and verbal communication skills, with the ability to simplify complex tax and legal concepts.
• Proven ability to lead teams, collaborate across professions, and provide decisive guidance.
• Excellent organizational and time management skills with ability to meet KPIs.
• Innovative, strategic thinker with a client-first mindset.

Why Join Vertis?

At Vertis, you wont have to build a book of clients from scratch we bring them to you. Youll step into an established client base, collaborate with top-tier professionals across tax, financial, and legal fields, and make a direct impact on clients financial futures.

This is more than just a legal role its an opportunity to lead, innovate, and grow within a national wealth management firm that values both its clients and its professionals.