Job Description
Tax Attorney - Estate Planning Consultant (Remote or In-Office)
Role and Responsibilities
Meet Your Recruiter
Tim Bramley
Tax Attorney - Estate Planning Consultant (Remote or In-Office)
Role and Responsibilities
- You will work as part of the Planning Team on client counseling in advanced tax and estate planning.
- You will learn the law and best tax and estate planning strategies, review key tax and estate planning reports, update checklists/forms.
- You will review high-net-worth client estates and plan documents, flag key planning opportunities, updates, etc.
- You will meet directly with clients, their CPAs, and other advisors to provide tax and estate planning strategies and recommendations.
- You will work with the Diligence Coordinator to complete client diligence, files, and deliverables.
- You will assist the Planning Team, CPAs, clients, and their advisors with planning materials and documents.
- You will help the Planning Team, CPAs, clients, and their advisors execute and follow-through on planning projects and tasks.
- You will report directly to the Senior Planning Consultant from whom you will receive training and instruction.
- You will have productivity bonuses and no billable hour requirement!
- Must have a law degree and a minimum five (5) years' experience in estate planning.
- Must possess excellent verbal and written communication and customer service skills.
- Must possess excellent interpersonal, conflict resolution, and problem-solving skills.
- Must possess excellent administrative skills and the ability to multitask.
- Must possess a high level of integrity, discretion, and
- Must be self-motivated to produce and excel with minimal supervision.
- Must have strong knowledge of Microsoft Office (Excel, Word, Outlook, PowerPoint).
- Must have the ability to learn new software with minimal assistance.
- Experience in advanced tax and irrevocable trust planning, family partnerships, and foundations a plus.
Meet Your Recruiter
Tim Bramley