Tax Trust Estate Associate

2 months ago


Hackensack, United States Addition Management Full time
Title: Tax,Trust & Estate Associate
Location: NYC (Midtown), North NJ or Boca Raton, FL - (Hybrid)
Salary: $225K-$315K

Growing Established Law Firm Seeks Tax, Trust & Estate Attorney to join their team

Responsibilities:
  • Consult with clients to understand their unique needs and objectives for estate planning.
  • Draft wills, trusts, powers of attorney, and other legal documents in accordance with client instructions and applicable laws.
  • Assist trustees and beneficiaries with the administration of trusts, including asset management and distribution.
  • Guide clients through the probate process, from validating wills to resolving disputes among heirs or beneficiaries.
  • Address legal issues affecting older adults, such as long-term care and Medicaid planning and guardianship proceedings.
  • Represent clients in trust and estate litigation, including will contests and breach of fiduciary duty claims.
  • Attend relevant events and conduct educational seminars for potential clients.
  • Advise clients on a variety of tax law matters, including but not limited to tax planning, compliance, and controversy
  • Conduct legal research and analysis to support clients' needs
  • Represent clients in tax disputes and negotiations with government agencies
  • Provide strategic guidance to clients on complex tax matters
  • Manage client relationships and ensure client satisfaction
  • Stay up-to-date on changes in tax law and regulations and provide timely updates to clients


Skills & Experience:
  • New York, New Jersey, Florida or Maryland Bar Admission
  • Juris Doctor from accredited law school
  • LLM preferred in Taxation or Estate Planning
  • 3-5 years' experience in estate/trust law practice environment
  • Exposure to Microsoft Now / LexisNexis / PerfectLaw or Westlaw software
  • Strong written, oral communication & presentation skills.
  • In-depth knowledge of federal and state tax laws and regulations

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