What are the responsibilities and job description for the Estate Planning Counselor (Hiring Immediately) position at Jobot?

Direct Mentorship & Training | 401K | Excellent Benefits Package Including Parental Leave | Reasonable Billable Expectations

This Jobot Job is hosted by : Jake Vogel

Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume.

Salary : $160,000 - $185,000 per year

A bit about us :

We are hard-working, fair-minded, and community-centered attorneys and professionals who support and collaborate with one another.

Many of our lawyers have at least one advanced degree in taxation, accounting, or business, or are board certified by The Florida Bar as specialists in their areas of practice.

Our attorneys and staff include native Floridians as well as “transplants.” Every one of us lives and works here because the quality of life in our region is second to none.

The firm exists to help our clients implement their visions for their businesses and their families.

Our clients appreciate our attentiveness, discretion, and judgment.

We practice in the legal disciplines that align with our client base.

In those disciplines, we have built national-caliber capabilities, offering one of Florida’s largest and most sophisticated trusts and estates practices, as well as top-tier real estate, business, tax, employment, litigation, healthcare, and intellectual property practices.

Why join us?

Market leading compensation package
Reasonable billable hour requirement
Direct mentorship, leadership training, and integration with firm practices
Excellent health, disability, vision, dental, and life insurance
Employee Savings Plan with employer contributions
401(k) with employer contributions
Paid time off
Paid parental leave
Perks platform offering over 30,000 unique discounts
Referral program
Wellness programs

Job Details

We are seeking a highly motivated and experienced Trusts & Estates Associate to join our esteemed team.

The ideal candidate will have a strong background in estate planning, trust administration, tax compliance, and probate matters.

This role involves working closely with clients to develop personalized estate plans, administering trusts and estates, and representing clients in probate proceedings.

Key Responsibilities :

Estate Planning : Meet with clients to discuss their estate planning goals and develop tailored estate plans to suit their needs. Draft and review wills, trusts, powers of attorney, healthcare directives, and other estate planning documents.

Trust and Estate Administration : Assist executors and trustees in the administration of estates and trusts, including preparing inventories, asset valuations, and accountings. Oversee the distribution of trust and estate assets according to the terms of the governing documents.

Tax and Compliance : Provide counsel on estate, gift, and generation-skipping transfer tax issues. Prepare and file federal and state estate / inheritance tax returns, gift and GST tax returns, and fiduciary income tax returns.

Client Relations : Build and maintain relationships with clients, providing ongoing support and updates throughout the planning and administration process. Educate clients on the legal aspects of estate planning, trust creation, and estate administration.

Qualifications :

Juris Doctor (J.D.) degree from an ABA-accredited law school.

Active membership in good standing with The Florida Bar.

3-7 years of experience in trusts and estates law, including estate planning, trust administration, and tax compliance.

LL.M. in Taxation or Estate Planning is preferred.

Strong drafting, analytical, and communication skills.

Ability to work independently and as part of a team.

Commitment to providing high-quality legal services and maintaining client confidentiality.

Interested in hearing more? Easy Apply now by clicking the Apply button.

Salary : $160,000 - $185,000

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Estate Planning Counselor (Hiring Immediately)

What are the responsibilities and job description for the Estate Planning Counselor (Hiring Immediately) position at Jobot?

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