Attorney – Trust Services Department - position no. 1687

About the Company

IBI is one of Israel’s leading and most innovative investment houses, providing a wide range of financial services including portfolio management, brokerage, mutual funds, and investment banking. With a strong emphasis on professionalism, innovation, and client service, IBI is a trusted partner for both individual and institutional investors.

Responsibilities:

• Provide legal and professional support to the company's clients regarding trust services and employee equity compensation plans under Section 102 of the Israeli Income Tax Ordinance.
• Provide ongoing legal support to private and public companies, both Israeli and international, in the administration of employee stock option and equity plans.
• Serve as a legal advisor to the company's operations teams and clients on legal, tax, and trust-related matters concerning the equity compensation plans administered by the company as trustee.
• Provide legal and trustee support for share acquisition transactions.
• Review tax rulings and tax arrangements, and provide guidance regarding their implementation.
• Draft, review, and negotiate legal documents, agreements, and equity grant documentation.
• Liaise with the Israel Tax Authority and submit the required legal and regulatory documentation.
• Collaborate closely with internal stakeholders and external parties in Israel and abroad.

Qualifications:

• LL.B. (Bachelor of Laws) – required.
• Licensed Attorney (member of the Israeli Bar Association) – required.
• 1–2 years of post-qualification legal experience – required.
• High level of English (reading, writing, and speaking) – required.
• Excellent written and verbal communication skills in both Hebrew and English.
• Proficiency in Microsoft Excel and Microsoft Office applications.
• Strong ability to quickly learn and analyze complex legal and tax-related matters.
• Excellent drafting, communication, and presentation skills.

Core skills:

• Strong customer service orientation and client-focused mindset.
• High level of accuracy and attention to detail.
• Responsibility, independence, and the ability to manage tasks from start to finish.
• Ability to work effectively under pressure and manage multiple priorities simultaneously.
• Ability to work both independently and as part of a team.
• Initiative, creativity, and strong problem-solving skills.
• Motivation to learn and develop professionally in a unique and evolving field.