Wilson Hand LLP

• Position Summary – The Relationship Manager (RM) is a senior business development and client relationship role responsible for cultivating, converting, and managing Strategic Partners (SPs) and high-net-worth clients for Wilson Hand. • The RM represents the WH/Hancock Martin team and serves as the primary liaison between Strategic Partners, their clients, and Wilson Hand's suite of tax mitigation and wealth preservation services. • Relationship Managers leverage their expertise in private wealth law, tax planning, financial planning, and business valuation to identify and engage Strategic Partners and their client base, to partner with WHHM. • The RM takes a team approach, guiding clients and partners through the entire transaction lifecycle while maintaining the highest standards of professional service expected in the private wealth industry. • Relationship Managers report directly to the Chief Revenue Officer.

• Drive and close high‑ticket tax strategy transactions ($2M+) with HNWI and business owners • Lead the full sales cycle from qualification to close, consistently exceeding revenue targets • Serve as the primary point of contact for clients throughout the transaction process • Review and approve all client documents for accuracy and compliance • Communicate complex federal tax code implications in a clear, compelling manner • Develop and refine policies, procedures, and sales processes to increase close rates • Implement strategies to convert qualified leads into long‑term clients • Collaborate with internal teams to ensure seamless client service and satisfaction • Maintain expert‑level knowledge of industry trends, tax strategies, and competitor offerings • Document all activities, communications, and deal progression in the CRM for accurate reporting

Earning Potential: $1,000,000+ annually Role Overview We are seeking an elite Regional Director / Closer with a proven track record selling intangible financial strategies to high‑net‑worth individuals and business owners. This role requires mastery in high‑ticket negotiation, deep understanding of the U.S. Tax Code, and the ability to guide clients through complex structured transactions. You will serve as both a senior closer and a regional relationship leader, ensuring exceptional client experience and final approval of all client documents. We are looking specifically in the New York New Jersey and Connecticut area. If you do not live within this region please do not apply as your application will be rejected. This is a 1099, commission only position and you will work from your residence/office. Responsibilities - Drive and close high‑ticket tax strategy transactions ($2M+) with HNWI and business owners - Lead the full sales cycle from qualification to close, consistently exceeding revenue targets - Serve as the primary point of contact for clients throughout the transaction process - Review and approve all client documents for accuracy and compliance - Communicate complex federal tax code implications in a clear, compelling manner - Develop and refine policies, procedures, and sales processes to increase close rates - Implement strategies to convert qualified leads into long‑term clients - Collaborate with internal teams to ensure seamless client service and satisfaction - Maintain expert‑level knowledge of industry trends, tax strategies, and competitor offerings - Document all activities, communications, and deal progression in the CRM for accurate reporting

Earning Potential: $1,000,000+ annually Role Overview We are seeking an elite Regional Director / Closer with a proven track record selling intangible financial strategies to high‑net‑worth individuals and business owners. This role requires mastery in high‑ticket negotiation, deep understanding of the U.S. Tax Code, and the ability to guide clients through complex structured transactions. You will serve as both a senior closer and a regional relationship leader, ensuring exceptional client experience and final approval of all client documents. We are looking specifically in the New York New Jersey and Connecticut area. If you do not live within this region please do not apply as your application will be rejected. This is a 1099, commission only position and you will work from your residence/office. Responsibilities - Drive and close high‑ticket tax strategy transactions ($2M+) with HNWI and business owners - Lead the full sales cycle from qualification to close, consistently exceeding revenue targets - Serve as the primary point of contact for clients throughout the transaction process - Review and approve all client documents for accuracy and compliance - Communicate complex federal tax code implications in a clear, compelling manner - Develop and refine policies, procedures, and sales processes to increase close rates - Implement strategies to convert qualified leads into long‑term clients - Collaborate with internal teams to ensure seamless client service and satisfaction - Maintain expert‑level knowledge of industry trends, tax strategies, and competitor offerings - Document all activities, communications, and deal progression in the CRM for accurate reporting

Earning Potential: $1,000,000+ annually Role Overview We are seeking an elite Regional Director / Closer with a proven track record selling intangible financial strategies to high‑net‑worth individuals and business owners. This role requires mastery in high‑ticket negotiation, deep understanding of the U.S. Tax Code, and the ability to guide clients through complex structured transactions. You will serve as both a senior closer and a regional relationship leader, ensuring exceptional client experience and final approval of all client documents. We are looking specifically in the New York New Jersey and Connecticut area. If you do not live within this region please do not apply as your application will be rejected. This is a 1099, commission only position and you will work from your residence/office. Responsibilities - Drive and close high‑ticket tax strategy transactions ($2M+) with HNWI and business owners - Lead the full sales cycle from qualification to close, consistently exceeding revenue targets - Serve as the primary point of contact for clients throughout the transaction process - Review and approve all client documents for accuracy and compliance - Communicate complex federal tax code implications in a clear, compelling manner - Develop and refine policies, procedures, and sales processes to increase close rates - Implement strategies to convert qualified leads into long‑term clients - Collaborate with internal teams to ensure seamless client service and satisfaction - Maintain expert‑level knowledge of industry trends, tax strategies, and competitor offerings - Document all activities, communications, and deal progression in the CRM for accurate reporting

Earning Potential: $1,000,000+ annually Role Overview We are seeking an elite Regional Director / Closer with a proven track record selling intangible financial strategies to high‑net‑worth individuals and business owners. This role requires mastery in high‑ticket negotiation, deep understanding of the U.S. Tax Code, and the ability to guide clients through complex structured transactions. You will serve as both a senior closer and a regional relationship leader, ensuring exceptional client experience and final approval of all client documents. We are looking specifically in the New York New Jersey and Connecticut area. If you do not live within this region please do not apply as your application will be rejected. This is a 1099, commission only position and you will work from your residence/office. Responsibilities - Drive and close high‑ticket tax strategy transactions ($2M+) with HNWI and business owners - Lead the full sales cycle from qualification to close, consistently exceeding revenue targets - Serve as the primary point of contact for clients throughout the transaction process - Review and approve all client documents for accuracy and compliance - Communicate complex federal tax code implications in a clear, compelling manner - Develop and refine policies, procedures, and sales processes to increase close rates - Implement strategies to convert qualified leads into long‑term clients - Collaborate with internal teams to ensure seamless client service and satisfaction - Maintain expert‑level knowledge of industry trends, tax strategies, and competitor offerings - Document all activities, communications, and deal progression in the CRM for accurate reporting

Earning Potential: $1,000,000+ annually Role Overview We are seeking an elite Regional Director / Closer with a proven track record selling intangible financial strategies to high‑net‑worth individuals and business owners. This role requires mastery in high‑ticket negotiation, deep understanding of the U.S. Tax Code, and the ability to guide clients through complex structured transactions. You will serve as both a senior closer and a regional relationship leader, ensuring exceptional client experience and final approval of all client documents. We are looking specifically in the New York New Jersey and Connecticut area. If you do not live within this region please do not apply as your application will be rejected. This is a 1099, commission only position and you will work from your residence/office. Responsibilities - Drive and close high‑ticket tax strategy transactions ($2M+) with HNWI and business owners - Lead the full sales cycle from qualification to close, consistently exceeding revenue targets - Serve as the primary point of contact for clients throughout the transaction process - Review and approve all client documents for accuracy and compliance - Communicate complex federal tax code implications in a clear, compelling manner - Develop and refine policies, procedures, and sales processes to increase close rates - Implement strategies to convert qualified leads into long‑term clients - Collaborate with internal teams to ensure seamless client service and satisfaction - Maintain expert‑level knowledge of industry trends, tax strategies, and competitor offerings - Document all activities, communications, and deal progression in the CRM for accurate reporting

Earning Potential: $1,000,000+ annually Role Overview We are seeking an elite Regional Director / Closer with a proven track record selling intangible financial strategies to high‑net‑worth individuals and business owners. This role requires mastery in high‑ticket negotiation, deep understanding of the U.S. Tax Code, and the ability to guide clients through complex structured transactions. You will serve as both a senior closer and a regional relationship leader, ensuring exceptional client experience and final approval of all client documents. We are looking specifically in the New York New Jersey and Connecticut area. If you do not live within this region please do not apply as your application will be rejected. This is a 1099, commission only position and you will work from your residence/office. Responsibilities - Drive and close high‑ticket tax strategy transactions ($2M+) with HNWI and business owners - Lead the full sales cycle from qualification to close, consistently exceeding revenue targets - Serve as the primary point of contact for clients throughout the transaction process - Review and approve all client documents for accuracy and compliance - Communicate complex federal tax code implications in a clear, compelling manner - Develop and refine policies, procedures, and sales processes to increase close rates - Implement strategies to convert qualified leads into long‑term clients - Collaborate with internal teams to ensure seamless client service and satisfaction - Maintain expert‑level knowledge of industry trends, tax strategies, and competitor offerings - Document all activities, communications, and deal progression in the CRM for accurate reporting

Experienced Paralegal (Contract – 1099, Flexible, Hourly) About the Role Wilson Hand is seeking an experienced, detail‑oriented Paralegal to support our General Counsel with a wide range of legal tasks. This is a flexible, part‑time 1099 contractor position ideal for a seasoned professional who can work independently, manage competing priorities, and produce high‑quality legal work with minimal supervision. The ideal candidate has strong drafting skills, excellent judgment, and the ability to anticipate needs in a fast‑moving environment. Key Responsibilities Legal Document Drafting & Review - Draft, revise, and format legal documents, including: - Contracts and agreements - Corporate governance documents - Policies, procedures, and compliance materials - Demand letters, memoranda, and correspondence - Conduct initial issue-spotting and ensure documents meet legal and organizational standards. Legal Research & Analysis - Perform legal research using reputable databases and summarize findings clearly and concisely. - Prepare research memos, case summaries, and regulatory updates. - Assist in developing legal strategies by gathering facts and analyzing relevant laws. Case & Matter Management - Organize and maintain legal files, calendars, and deadlines. - Support the General Counsel in managing active matters, including tracking tasks, deliverables, and follow‑ups. - Coordinate with internal teams and external counsel as needed. Compliance & Corporate Support - Assist with corporate filings, entity maintenance, and document management. - Support compliance initiatives, including policy updates and internal audits. - Maintain confidentiality and ensure adherence to legal and ethical standards.

Experienced Paralegal (Contract – 1099, Flexible, Hourly) About the Role Wilson Hand is seeking an experienced, detail‑oriented Paralegal to support our General Counsel with a wide range of legal tasks. This is a flexible, part‑time 1099 contractor position ideal for a seasoned professional who can work independently, manage competing priorities, and produce high‑quality legal work with minimal supervision. The ideal candidate has strong drafting skills, excellent judgment, and the ability to anticipate needs in a fast‑moving environment. Key Responsibilities Legal Document Drafting & Review - Draft, revise, and format legal documents, including: - Contracts and agreements - Corporate governance documents - Policies, procedures, and compliance materials - Demand letters, memoranda, and correspondence - Conduct initial issue-spotting and ensure documents meet legal and organizational standards. Legal Research & Analysis - Perform legal research using reputable databases and summarize findings clearly and concisely. - Prepare research memos, case summaries, and regulatory updates. - Assist in developing legal strategies by gathering facts and analyzing relevant laws. Case & Matter Management - Organize and maintain legal files, calendars, and deadlines. - Support the General Counsel in managing active matters, including tracking tasks, deliverables, and follow‑ups. - Coordinate with internal teams and external counsel as needed. Compliance & Corporate Support - Assist with corporate filings, entity maintenance, and document management. - Support compliance initiatives, including policy updates and internal audits. - Maintain confidentiality and ensure adherence to legal and ethical standards.