What are the responsibilities and job description for the Fiduciary Financial Services Attorney (3+ Years) - Minneapolis, MN position at Fredrikson & Byron P.A.?
Who We Are :
Fredrikson & Byron is a leading, Midwest-based law firm that delivers innovative legal solutions across various practice areas. Our Trusts & Estates team is dedicated to providing exceptional fiduciary administration and financial planning advice, specializing in complex estate and tax matters. We serve a broad range of clients, offering strategic counsel and comprehensive legal services to help meet their personal and business goals.
Overview :
We are seeking a Fiduciary Financial Services Attorney with a strong background in financial analysis, tax law, and / or estate planning. This role will involve providing computational analyses, managing tax filings for clients, and offering legal counsel on complex estate matters. The ideal candidate will have a law degree as their primary qualification and an accounting, mathematics or statistics background. This position requires a high degree of analytical skill, particularly in projections, estate planning strategies, and tax compliance.
Key Responsibilities Include :
- Provide computational analyses and tax projections related to estate planning matters.
- Analyze and interpret complex financial data to determine tax consequences.
- Prepare estate, gift and fiduciary income tax returns.
- Assist in estate and gift tax planning strategies, leveraging financial analysis to create projections and evaluate the impact of proposed strategies.
- Work with internal teams and clients to provide strategic advice based on financial analysis, while collaborating with other attorneys to integrate financial insights into legal strategies.
- Conduct complex analyses of estate plans, including projections, present value calculations, and amortization schedules.
- Analyze tax laws affecting estate planning.
Our Ideal Candidates Will Have :
Applying For This Position :
