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Tax, Trusts

2 months ago

Palm Beach, United States Fawkes IDM Full time
Job DescriptionJob Description


Responsibilities
  • Provide legal advice and guidance on a wide range of tax and trust planning matters.
  • Collaborate with senior associates and partners to manage client relationships and deliver exceptional client service.
  • Conduct legal research and analysis to support the preparation of legal documents, including wills, trusts, and estate planning documents.
  • Participate in meetings with clients to review and discuss legal matters related to tax, trusts, and estates.
  • Manage and maintain accurate case files and legal documentation.
  • Participate in the development and delivery of training programs related to tax, trust, and estate matters.
  • Keep abreast of legal developments and changes in tax and estate laws and regulations.

Requirements

  • Juris Doctorate degree from an accredited law school.
  • Active license to practice law in the state
  • At least 3+ years of experience in tax and trust planning, wealth management, and estate planning.
  • Strong analytical and critical thinking skills.
  • Excellent written and verbal communication skills.
  • Ability to manage multiple projects and deadlines.
  • Strong attention to detail and organizational skills.