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Wealth Management Attorney

2 months ago

Orlando, Florida, United States Jobot Full time
About the Role:
This opportunity is presented by Jobot, a leading recruitment platform. We are currently seeking a skilled Wealth Management Attorney to become a vital part of our client's legal team, specializing in estate and succession planning.

Why Consider This Position?
Our client offers a competitive remuneration package along with a comprehensive benefits plan, including:
- Generous Paid Time Off (PTO)
- Company-sponsored holidays
- Opportunities for accelerated career advancement
- A collaborative and supportive work environment

Key Responsibilities:
As a Wealth Management Attorney, your primary duties will include:
1. Engaging with clients to assess their estate planning requirements, understanding their objectives, and delivering expert legal counsel.
2. Maintaining consistent and transparent communication with clients, ensuring they are updated on the status of their estate planning initiatives.
3. Drafting essential legal documents such as wills, trusts, and powers of attorney, customized to meet the unique needs of each client.
4. Advising clients on strategies to minimize tax liabilities associated with estate planning, including estate and gift taxes.
5. Staying informed about relevant legal developments and conducting necessary research to provide accurate guidance and documentation.
6. Collaborating with other legal professionals within the firm, including tax and real estate attorneys, to deliver comprehensive and integrated legal services.

Qualifications:
The ideal candidate will possess:
- A Juris Doctor (JD) degree from an accredited law institution and be licensed to practice in Florida.
- An LL.M. in Taxation or relevant experience in tax law.
- Exceptional verbal and written communication skills.
- Strong attention to detail and outstanding organizational abilities.
- The capacity to work independently as well as part of a team.
- A high degree of professionalism and ethical standards.
- Strong analytical and problem-solving capabilities.

We look forward to discussing this exciting opportunity with qualified candidates.