Estate Planning Attorney

Trust & Estates

This Jobot Job is hosted by: Albert Simons
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Salary: $130,000 - $160,000 per year

A bit about us:

Our Estates & Trust team is experiencing rapid growth and eager to hire more professionals who are excited about growing with us. From the outset, we've carved our path as a unique accounting firm. Our hallmark? Intriguing and multifaceted projects, a stellar team, competitive compensation and perks, a culture of collaboration and diversity, and robust avenues for professional growth-all wrapped in a framework of career flexibility for lasting success.

Why join us?

• Premium group health & dental insurance & life insurance.
• 401k retirement plan with employer match.
• In-house training & education reimbursement.
• 3 weeks+ PTO, + 12 day paid holidays as well as long Winter break.
• Flexible schedules
• Ability to work overseas with our global presence.

Job Details

Primary Duties:

• Perform thorough technical research.
• Assist in estate planning tasks including will assessments, memo drafting, developing client flowcharts, and summarizing memos for family law clients.
• Oversee engagements comprehensively from inception to conclusion: encompassing proposal drafting, budgeting, monitoring Work-in-Progress (WIPs), ensuring prompt invoicing, and managing collections.
• Achieve both team and individual budget and performance objectives.
• Maintain high standards of technical expertise.
• Proactively identify and address client needs.
• Provide guidance, instruction, and support to facilitate staff development.
• Lead by example: demonstrating a positive, collaborative attitude and maintaining a polished and professional demeanor.
• Pursue leadership roles within professional, business, or community contexts.

Qualifications and Skills:

• Minimum 3 years of experience in tax or legal research projects.
• Experience with estate planning, reviewing wills, and drafting memos,
• JD, LLM, or CPA

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.