What are the responsibilities and job description for the Associate - Trusts & Estates position at The Merker Group - National Legal Recruiting Firm?
The Merker Group (a leading National legal recruiting firm), is doing work for a Am Law 100 firm in search of an associate with 3-5 years of experience to join their Estate Planning Practice Group in Dallas. The group provides a full range of sophisticated estate planning, trust administration, and wealth management advice to individuals, businesses, and charitable organizations.
About the Role - Qualified candidates must have sophisticated estate plan drafting, estate and trust administration, estate and gift tax planning, and business succession planning experience. Specifically, candidates must have experience in the following : drafting complex estate plan and business succession planning documents for high net worth individuals; drafting complex charitable giving documents; counseling clients on income, gift, estate, and generation-skipping tax planning; assisting with probate proceedings for taxable and non-taxable estates; processing Federal gift and estate tax returns; and tax exempt organization planning. The ideal candidate will have strong document drafting, communication, and interpersonal skills, coupled with a positive attitude and an exceptional work ethic. An undergraduate degree in Accounting or a graduate degree in Tax preferred. The firm seeks a well-rounded, dynamic, highly motivated associate who is comfortable with direct interaction with both senior attorneys and clients and has demonstrated an ability to thrive in a sophisticated practice in a busy, collegial environment. To be considered, a candidate must hold a J.D. from an ABA-approved law school and be in good standing and an active member of the bar of the jurisdiction(s) in which the candidate is admitted to practice.
This is an office / group we know well and have placed people into (with a direct relationship with the managing partner of the office). Very solid paying firm (nice group / team environment) without the big law feel. Apply now or email Kevin@MerkerGroup.com to discuss the firm and opportunity in detail (confidentially).
