Full-Time Florida Estate Planning and Tax Planning Attorney Opportunity 150,000 180,000 annual salary plus Origination and Full Benefits

Coral Gables, FL - USA

Salary: Not Disclosed

Experience Required: 4-5years

Posted on: 19 hours ago

Vacancies: 1 Vacancy

Job Summary

Welcome to The Freelance Firm!

We are a national network of experienced high-level freelance attorneys and paralegals who provide remote on-demand support for both short-term and long-term legal projects for our client law firms.

Due to increased demand we are now interviewing for a qualified experienced and dedicated full-time Florida-based Estate Planning & Tax Planning Attorney. This is an in-office position located in Coral Gables in Miami-Dade County Florida not a remote role due to frequent client visits.

Attorney Requirements:

- Licensed in good standing to practice law in the State of Florida

- Minimum of 10 years Estate Planning & Tax Planning experience

- EXPERIENCE WORKING WITH SOPHISTICATED HIGH NET WORTH (HNW) ESTATE PLANNING & ASSET PROTECTION MATTERS

- Analyze sophisticated trust and estate planning matters to develop effective strategies and solutions for clients

- Analyze and prepare complex estate and gift tax planning structures including various corporate transactions and trusts such as ILITs SLATs QPRTs and IDGTs

- Coordinate the preparation and filing of tax forms such as Federal Form 706 and Form 709 ensuring compliance and accuracy

-Provide expert advice on trust and estate planning documents trustee responsibilities beneficiary rights and distribution tax implications to clients

- Administer individual and family trusts overseeing investments banking activities real estate holdings and ensuring tax compliance

-Prepare trust/fiduciary accountings for Attorney-Trustees manage financial statements income disbursements and deliver accountings to beneficiaries

-Review and approve Foundational Estate Plans before submission to clients

-Draft comprehensive estate and gift tax planning structures as well as corporate transactions including preferred partnership freezes Family Limited Partnerships ILITs SLATS intentionally defective irrevocable trusts and tax-free reorganizations

-Prepare and file Federal Form 706 for Estate and Generation-Skipping Taxes coordinate with clients and service providers (CPAs Financial Advisors Insurance Providers) to receive supporting documentation

-Prepare and file Form 709 for United States Gift Taxes for transfers to individual donees gifting trusts generation-skipping trusts etc. and ensure proper tax treatment with respect to cost basis lifetime gifting exemptions and split-gifts

-Advise Trustees in ongoing trust administrations

-Analyze trust and estate planning documents and advise clients with respect to trustees powers and duties dispositive provisions beneficiary rights and tax treatment of distributions

-Administer individual and family trusts with respect to investment and banking activity real estate investments including rental properties corporate and partnership interests and ensure federal tax compliance

-Lead the Team of professionals in the Foundational Estate Planning Dept

- Well-organized and proven ability to meet deadlines

- Self-starter and able to work independently

- Proficiency in using drafting software like WealthDocs and Client Management Software such as Clio

We welcome you to join our established network of legal professionals!

Please respond with your resume and we will contact you in the next two days for a 30 minute online meeting to answer all of your questions about this opportunity and The Freelance Firm.

Resume submissions will be kept in strict confidence.

Please visit our website at to learn more about us and the services we provide!

Welcome to The Freelance Firm! We are a national network of experienced high-level freelance attorneys and paralegals who provide remote on-demand support for both short-term and long-term legal projects for our client law firms.Due to increased demand we are now interviewing for a qualified experie...