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Tax and Estate Planning Associate

2 months ago

New York, New York, United States Swiftly Staff Full time

Position Overview:

We are looking for a skilled Tax and Trusts Associate to provide expert guidance to discerning clients on various tax strategies, estate planning, and trust management issues. The ideal candidate will work closely with senior partners and clients to deliver insightful advice and creative solutions in the realms of tax legislation and estate management.

About Swiftly Staff:

At Swiftly Staff, we pride ourselves on being a distinguished AM200 law firm that values excellence, innovation, and teamwork. We are dedicated to attracting and developing top legal professionals, offering an exceptional platform for career advancement while handling significant cases for prominent clients across various sectors. Our firm promotes a supportive culture that encourages professional development and a balanced work-life environment. This position is full-time and offers a hybrid work model, allowing for three days in the office and two days working remotely each week.

  • Full-time opportunity available
  • Hybrid work structure, with three days in-office and two days remote each week.
  • Compensation range of $225,000 to $315,000 annually, plus benefits and incentives
  • Relocation support available
  • Pathway to partnership offered
  • Prestigious AM200 Law Firm

Key Responsibilities:

  • Provide strategic advice on estate planning techniques, including wills, trusts, and charitable contributions.
  • Assist in drafting and reviewing estate planning documentation.
  • Advise clients on strategies for wealth preservation and asset protection.
  • Conduct thorough legal research and analysis on intricate tax matters.
  • Prepare and submit estate and gift tax returns.
  • Oversee trust administration, including funding and distributions.
  • Support the management of estates, including probate processes.
  • Offer counsel on tax-efficient strategies for business dealings and investments.
  • Collaborate with other legal specialties, such as corporate law and real estate, on related issues.
  • Maintain robust client relationships and ensure outstanding client service.

Qualifications:

  • Experience at an AM200 firm or a comparable firm with over 70 employees is preferred.
  • Juris Doctor (JD) degree from an accredited law institution.
  • Bar admission in one or more states where the firm operates is required.
  • Minimum of 3 years of experience in tax, trusts, and estates law; LL.M in Taxation or Estate Planning is a plus.
  • Strong understanding of federal and state tax regulations, estate planning methodologies, and trust management.
  • Exceptional drafting abilities with experience in creating complex estate planning documents.
  • Proficient in managing multiple tasks and priorities effectively.
  • Strong analytical capabilities and meticulous attention to detail.
  • Excellent communication skills, both written and verbal.
  • Commitment to upholding high ethical standards and client confidentiality.
  • A collaborative mindset suited for a team-oriented environment.

This role offers a competitive starting salary along with a comprehensive benefits package designed to enhance your well-being and professional development. Your compensation will reflect your experience and expertise, ensuring a rewarding opportunity. The salary range for this position is between $225,000 and $315,000, demonstrating our commitment to recognizing talent and rewarding excellence.

Swiftly Staff is an Equal Opportunity Employer, dedicated to celebrating diversity and fostering an inclusive workplace where all employees feel valued, respected, and empowered.

We welcome applications from individuals of all backgrounds, including but not limited to race, ethnicity, gender, age, sexual orientation, disability, religion, and veteran status.