Opportunity Overview
We invite you to consider an opportunity to join our Tax and Wealth Management teams in a fully remote capacity. This role involves direct client engagement and collaboration with various professionals, including Financial Advisors, Tax Attorneys, CPAs, Accountants, and Health Care Agents.
Key Responsibilities

• Collaborate with a team to deliver comprehensive estate planning services.
• Create, analyze, and present tailored solutions with team support.
• Utilize existing documents or create new ones as necessary.
• Conduct client meetings, leading discussions and providing guidance to clients and team members.
• Keep updated on current state laws and regulations.
• Build relationships with other law firms to enhance billable hours through a robust referral network.
• Manage an assigned client base, focusing on service excellence and client satisfaction.

Requirements

• Open to entry-level attorneys who have passed the state bar.
• Compensation ranges from $250 to $350 per hour, with significant earning potential of $500,000 to $1 million .
• No travel requirements.
• Manage an established portfolio of 100 households, with average client assets between $1 million and $10 million.
• Strong written and verbal communication skills.
• Innovative and creative approach to problem-solving.
• Ability to implement a structured presentation system effectively.
• Strong leadership capabilities and decisiveness.
• Excellent time management and organizational skills to achieve performance metrics.
• Collaborative mindset to strategize with input from Tax, Business, and Financial Advisors.

Benefits

• Access to financial planning services.
• Paid participation in client and employee events.
• Flexible work schedule.
• Fully remote work environment.

If you are an innovative and motivated attorney seeking a dynamic, supportive setting, we encourage you to explore this opportunity. Join us to assist our clients in realizing their estate planning goals while furthering your career in a rewarding and flexible atmosphere.
Employment Type: Contractor