Tax & Probate Associate

3 weeks ago


Denver, United States Sherman & Howard L.L.C. Full time

Summary:

At Sherman & Howard, we help our clients shape their future by providing strategic counseling on their estate and tax planning needs. With one of the largest private client practices at a full-service firm in Colorado, we have the cross-disciplinary expertise to handle our clients’ many needs. Our ultra-high-net-worth clients include business owners, entrepreneurs, corporate executives, philanthropists, professional athletes, art collectors, private equity managers, and other prominent individuals. We have a cohesive group and a culture of helping shape the future of our people with mentoring, training, and promoting from within. As a testament to our group’s impressive culture, all of the partners in our Denver estate planning group started as associates at the firm.

The Denver office of Sherman & Howard is seeking an associate for our ultra-high-net worth estate and tax planning team.

Position Responsibilities:

  • Develop and draft complex estate planning documents for ultra-high-net-worth individuals.
  • Manage and administer large and complex estates and trusts.
  • Assist with preparation and filing of gift and estate tax returns.
  • Continue to develop skills to counsel clients on a broad range of estate and tax planning strategies.
  • Model and summarize advanced wealth transfer techniques.

Requirements:

  • J.D. from an ABA accredited school.
  • 0-5 years of experience as an attorney.
  • Admitted to practice in Colorado, eligible to sit for the Colorado Bar Exam, or able to be waived in.
  • For experienced candidates, familiarity with wills, trusts, and other estate planning documents. Relevant estate and gift tax and business entity experience preferred.
  • Exceptional writing ability and computer savvy.
  • Strong work ethic, entrepreneurial attitude, high level of attention to detail, and exemplary client service skills.
  • Must be a self-starter and team player. Strong interpersonal and oral and written communication skills.
  • Thrive in an inclusive, diverse work environment.

This posting is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities, or requirements.


Date Posted - 2/9/2024

Deadline to Apply - 5/11/2024

Sherman & Howard offers competitive compensation and a comprehensive benefit package, including medical, dental, vision, life, long term disability, flexible spending, 401K, Paid Time Off, paid holidays, bonus and more. The base salary range for this position begins at $180,000 for a first-year associate and increases from there. Actual compensation offer to candidate may vary from posted information based on work experience, education, and/or skill level.



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