Estate Planning Attorney
About the Role:
We are seeking an Estate Planning Senior Associate with 5 years of experience to join our Estate Planning Group.
In this role you will work on sophisticated estate planning and estate administration matters with a strong focus on tax-efficient strategies and comprehensive wealth planning. You will also advise clients on related business and financial matters making this a highly strategic and client-facing position.
This role is ideal for an attorney who enjoys combining technical expertise with relationship-building and is looking to take on greater responsibility in managing client engagements.
What Youll Work On:
- Advanced estate planning strategies for individuals and families
- Estate and trust administration
- Tax planning and wealth preservation strategies
- Advising clients on business and financial matters related to estate planning
- Drafting complex estate planning documents
- Building and maintaining relationships with clients and referral sources
Required Skills & Experience:
- 5 years of experience in estate planning tax planning and related business matters
- Strong background in finance or accounting
- Proven experience handling sophisticated estate planning and administration matters
- Excellent drafting and technical writing skills
- Strong understanding of tax planning strategies
- Highly organized and deadline-oriented
- Strong interpersonal and communication skills
- Desire for significant client interaction and relationship managemen
What Were Looking For:
- A detail-oriented professional with a strong work ethic
- Someone who thrives in a client-facing advisory role
- A proactive individual who can manage responsibilities independently
- A team player who values collaboration and high-quality outcomes
Why You Should Join:
This is a unique opportunity to step into a senior-level role where your expertise will be valued your
Estate Planning Attorney About the Role: We are seeking an Estate Planning Senior Associate with 5 years of experience to join our Estate Planning Group. In this role you will work on sophisticated estate planning and estate administration matters with a strong focus on tax-efficient strateg...
Estate Planning Attorney
About the Role:
We are seeking an Estate Planning Senior Associate with 5 years of experience to join our Estate Planning Group.
In this role you will work on sophisticated estate planning and estate administration matters with a strong focus on tax-efficient strategies and comprehensive wealth planning. You will also advise clients on related business and financial matters making this a highly strategic and client-facing position.
This role is ideal for an attorney who enjoys combining technical expertise with relationship-building and is looking to take on greater responsibility in managing client engagements.
What Youll Work On:
- Advanced estate planning strategies for individuals and families
- Estate and trust administration
- Tax planning and wealth preservation strategies
- Advising clients on business and financial matters related to estate planning
- Drafting complex estate planning documents
- Building and maintaining relationships with clients and referral sources
Required Skills & Experience:
- 5 years of experience in estate planning tax planning and related business matters
- Strong background in finance or accounting
- Proven experience handling sophisticated estate planning and administration matters
- Excellent drafting and technical writing skills
- Strong understanding of tax planning strategies
- Highly organized and deadline-oriented
- Strong interpersonal and communication skills
- Desire for significant client interaction and relationship managemen
What Were Looking For:
- A detail-oriented professional with a strong work ethic
- Someone who thrives in a client-facing advisory role
- A proactive individual who can manage responsibilities independently
- A team player who values collaboration and high-quality outcomes
Why You Should Join:
This is a unique opportunity to step into a senior-level role where your expertise will be valued your
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