Associate, Tax, Trusts and Estates Group

Job Description

Job Description

Title : Tax,Trust & Estate Associate

Location : NYC (Midtown), North NJ or Boca Raton, FL (Hybrid)

Salary : $225K-$315K

Growing Established Law Firm Seeks Tax, Trust & Estate Attorney to join their team!

Responsibilities :

• Consult with clients to understand their unique needs and objectives for estate planning.
• Draft wills, trusts, powers of attorney, and other legal documents in accordance with client instructions and applicable laws.
• Assist trustees and beneficiaries with the administration of trusts, including asset management and distribution.
• Guide clients through the probate process, from validating wills to resolving disputes among heirs or beneficiaries.
• Address legal issues affecting older adults, such as long-term care and Medicaid planning and guardianship proceedings.
• Represent clients in trust and estate litigation, including will contests and breach of fiduciary duty claims.
• Attend relevant events and conduct educational seminars for potential clients.
• Advise clients on a variety of tax law matters, including but not limited to tax planning, compliance, and controversy
• Conduct legal research and analysis to support clients' needs
• Represent clients in tax disputes and negotiations with government agencies
• Provide strategic guidance to clients on complex tax matters
• Manage client relationships and ensure client satisfaction
• Stay up-to-date on changes in tax law and regulations and provide timely updates to clients
• Skills & Experience : New York, New Jersey, Florida or Maryland Bar Admission
• Juris Doctor from accredited law school
• LLM preferred in Taxation or Estate Planning
• 3-5 years experience in estate / trust law practice environment
• Exposure to Microsoft Now / LexisNexis / PerfectLaw or Westlaw software
• Strong written, oral communication & presentation skills.
• In-depth knowledge of federal and state tax laws and regulations

Salary : $225,000 - $315,000