Fiduciary Financial Services Manager

Who We Are: Fredrikson is the premier Midwest-based law firm working collaboratively to help businesses achieve their goals regionally, nationally, and globally. Overview: We are seeking a Fiduciary Financial Services Manager with a proven background in financial analysis, tax law, and estate planning. This role will focus on providing computational analyses, managing tax filings for clients, and offering legal counsel on complex estate and tax matters. The ideal candidate will have experience in tax planning, estate planning strategies, and financial analysis and will bring strong analytical skills and the ability to interpret complex financial data to the team. 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. Ensure compliance with estate and trust laws, providing legal counsel and strategic advice to clients. Assist in preparing tax season filings and managing the related workload. Maintain clear communication with clients regarding financial strategies and estate planning options. Our Ideal Candidates Will Have: A law degree (JD) or Master of Laws (LL.M.) from an accredited law school; an emphasis on tax law, estate planning, or financial matters is a plus. A degree or background in accounting, mathematics, or statistics due to the analytical nature of the role. At least 3-10 years of experience in tax planning or financial analysis, preferably in estate and trust law. Strong interest and experience in the numbers side of estate planning, with a deep understanding of financial projections and tax analysis. Familiarity with tax season work and the ability to manage a high volume of tax filings. Excellent organizational, problem-solving, and project management skills. Ability to analyze complex data and generate strategic insights for clients and internal teams. Ability to work independently and as part of a team to meet deadlines and manage workloads. Strong communication skills, both written and oral, with the ability to convey complex financial concepts clearly. Client-facing experience is a plus, though not required. Hybrid work model: This position requires 3 days in the Minneapolis office each week. Benefits: Our comprehensive benefits options include medical, dental, vision, basic and supplemental life insurance, short- and long-term disability, employee resource benefits (inclusive of counseling, coaching, and caregiving guidance), paid parental leave, parenting classes, pre-tax parking and transportation options, and much more! Our retirement plan includes financial planning, Social Security/Medicare planning, 401k/Roth investment options, and a firm-paid profit-sharing contribution. Benefits are subject to eligibility requirements and other terms and conditions. The salary range for this position varies by geographical market. In Minneapolis, the estimated starting annual pay range is $130,000 - $175,000 per year. The compensation offered will be dependent on the candidate’s experience, skills, education, professional background, overall qualifications, and geographic market location. Applying For This Position: Applications will only be accepted online at https://www.fredlaw.com/careers-meet-us. Applicants will be asked to submit a cover letter and resume. For assistance with the application process or for accommodations, please contact recruiting@fredlaw.com. About Fredrikson: With a reputation as the firm “where law and business meet,” our attorneys and staff bring business acumen and entrepreneurial thinking to operate as business advisors, strategic partners, and legal counselors to our clients. To best serve our clients, we provide innovative solutions to legal needs while reflecting inclusion and diversity as core values. We offer highly competitive salaries and comprehensive benefits in a collaborative work environment. The firm’s 400+ attorneys serve clients through our ten locations around the world: Minneapolis, Saint Paul, and Mankato, MN; Bismarck and Fargo, ND; Ames and Des Moines, IA; Madison, WI; Saltillo, Mexico; and Shanghai, China. Visit www.fredlaw.com for more information. Fredrikson & Byron, P.A. is an Equal Employment Opportunity and Affirmative Action employer. Health Law Associate (1-3 years) - Minneapolis, MN Office Minneapolis, MN Practice Area Health Law Who We Are: Fredrikson is the premier Midwest-based law firm working collaboratively to help businesses achieve their goals regionally, nationally, and globally. Overview: We are seeking a Health Associate to join the firm’s Minneapolis office. Successful candidates will have a background in healthcare laws and regulations, including physician self-referral, fraud and abuse laws, state licensing, and HIPAA matters. Experience in mergers, acquisitions, and corporate transactions in the healthcare industry is helpful but not required. Preferred candidates will have: 1-3 years of experience in healthcare regulatory matters and/or healthcare mergers, acquisitions, and other corporate transactions Prior experience in private practice Excellent interpersonal, analytical, project management, and writing skills Strong academic background J.D. from an ABA-Accredited Law School Active attorney license in at least one U.S. jurisdiction and ability to promptly get admitted in the State of Minnesota Our Benefits: Our comprehensive benefits options include medical, dental, vision, basic and supplemental life insurance, short-and long-term disability, employee resource benefits (inclusive of counseling, coaching, and care-giving guidance), parenting classes, paid-parental leave, pre-tax parking and transportation options and paid parking for senior associates, and much more! Our retirement plan includes financial planning, SS and Medicare planning, 401k/Roth options, and a firm-paid profit-sharing contribution. Benefits are subject to eligibility requirements and other terms and conditions. The salary range for this position varies by geographical market. In Minneapolis, the estimated starting annual pay range is $189,333 - $210,000 / year. The compensation offered will be dependent on the candidate’s experience, skills, education, professional background, overall qualifications, and geographic market location. Applying for This Position: Applications will only be accepted online at www.fredlaw.com/careers, and applicants will be asked to submit a cover letter, resume, writing sample, and legal transcript. For assistance with the application process, or for accommodations, please contact lawrecruiting@fredlaw.com. We are not accepting search firm submissions for this position at this time. About Fredrikson: With a reputation as the firm “where law and business meet,” our attorneys and staff bring business acumen and entrepreneurial thinking to operate as business advisors, strategic partners, and legal counselors to our clients. To best serve our clients, we provide innovative solutions to legal needs while reflecting inclusion and diversity as core values. We offer highly competitive salaries and comprehensive benefits in a collaborative work environment. The firm’s 400+ attorneys serve clients through our ten locations around the world: Minneapolis, Saint Paul, and Mankato, MN; Bismarck and Fargo, ND; Ames and Des Moines, IA; Madison, WI; Saltillo, Mexico; and Shanghai, China. Visit www.fredlaw.com for more information. Fredrikson & Byron, P.A. is an Equal Employment Opportunity and Affirmative Action employer. Immigration Staff Attorney (4-5 yrs) - Minneapolis, MN Office Minneapolis, MN Practice Area Immigration Who We Are: Fredrikson is the premier Midwest-based law firm working collaboratively to help businesses achieve their goals regionally, nationally, and globally. Overview: We are seeking an attorney to join our Immigration Department in our Minneapolis office. Our immigration attorneys assist clients with employment-based immigration issues, including consular visa processing, global immigration, I-9 compliance, and other regulatory compliance issues. Fredrikson's immigration attorneys work in a collaborative team environment, are passionate about helping clients navigate complex immigration issues, are effective in communicating with colleagues and clients, and are skilled at managing multiple demands of a large practice. Our Ideal Candidates Will Have: • 4-5 years of employment-based immigration experience • Excellent interpersonal, analytical, and writing skills • J.D. from an ABA-Accredited Law School • Active attorney license in MN and/or the ability to become licensed in MN in a timely manner Our Benefits Our comprehensive benefits options include medical, dental, vision, basic and supplemental life insurance, short-and long-term disability, employee resource benefits (inclusive of counseling, coaching, and care-giving guidance), parenting classes, paid-parental leave, pre-tax parking and transportation options and paid parking for senior associates, and much more! Our retirement plan includes financial planning, SS and Medicare planning, 401k/Roth options, and a firm-paid profit-sharing contribution. Benefits are subject to eligibility requirements and other terms and conditions. The salary range for this position varies by geographical market. In Minneapolis, the estimated starting annual pay range is $130,000 - $145,000 / year. The compensation offered will be dependent on the candidate’s experience, skills, education, professional background, overall qualifications, and geographic market location. Applying for this Position: Applications will only be accepted online at www.fredlaw.com/careers, and applicants will be asked to submit a cover letter, resume, writing sample, and legal transcript. For assistance with the application process, or for accommodations, please contact lawrecruiting@fredlaw.com. About Fredrikson: With a reputation as the firm “where law and business meet,” our attorneys and staff bring business acumen and entrepreneurial thinking to operate as business advisors, strategic partners, and legal counselors to our clients. To best serve our clients, we provide innovative solutions to legal needs while reflecting inclusion and diversity as core values. We offer highly competitive salaries and comprehensive benefits in a collaborative work environment. The firm’s 400+ attorneys serve clients through our ten locations around the world: Minneapolis, Saint Paul, and Mankato, MN; Bismarck and Fargo, ND; Ames and Des Moines, IA; Madison, WI; Saltillo, Mexico; and Shanghai, China. Visit www.fredlaw.com for more information. We are not accepting search firm submissions for this position at this time. Fredrikson is an Equal Employment Opportunity and Affirmative Action employer.