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Wealth Transfer Legal Advisor

2 months ago

Columbus, Ohio, United States Jobot Full time

About the Position:
We are seeking a dedicated attorney to enhance our Estate Planning and Tax practice group.

Compensation:
$100,000 - $150,000 annually

Why Join Us?
At Jobot, we prioritize a meaningful career and a supportive culture. Our commitment to education and professional growth ensures that our team can excel in their roles. We offer:

  • Competitive Salary
  • Comprehensive Benefits Package
  • Flexible Work Schedules
  • Opportunities for Career Advancement
  • Engaging Company Activities

Key Responsibilities:
The ideal candidate will possess 3-5+ years of experience in drafting essential estate planning documents, including:

  • Trusts
  • Wills
  • Powers of Attorney
  • Healthcare Directives
  • Funding Related Documents

Additionally, familiarity with advanced planning instruments such as IDGTs, QPRTs, ILITs, SLATs, and LLCs is essential.

Qualifications:
We are looking for a candidate who is:

  • Hard-working and goal-oriented
  • Motivated to learn and collaborate
  • Possessing strong academic credentials
  • Knowledgeable in estate planning, succession planning, and tax laws
  • Excellent in written and oral communication
  • Capable of managing multiple projects efficiently
  • Detail-oriented with a strong work ethic

Client Engagement:
The right candidate will work proactively to anticipate client needs, demonstrating a forward-thinking and solutions-oriented mindset. Strong legal research skills and a commitment to representing the firm with integrity are essential.

We look forward to finding a valuable addition to our team who is ready to contribute to our mission and grow with us.