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Tax and Estate Planning Counselor
2 months ago
About Berlin Patten Ebling
Welcome to Berlin Patten Ebling, a distinguished and award-winning law firm recognized for pushing the boundaries in the legal field. Here, our focus extends beyond traditional legal services; we aim to set higher standards and redefine what excellence means in our industry. We combine the agility and innovation of a tech startup with the commitment to inclusivity and diverse perspectives.
Berlin Patten Ebling fosters an environment for those with a creative approach to legal issues. We pledge to provide outstanding real estate legal services within a workplace culture emphasizing collaboration and open dialogue. Imagine a setting that's more of a collective brain trust than a conventional law office, where each person's input is valued and drives our progress.
Your Role
Your role here goes beyond a typical job description. You are an integral member of a team that prioritizes your personal well-being and job satisfaction alongside your professional growth. We excel thanks to your unique skills and viewpoints, and we view each success as a shared achievement.
Key Responsibilities
Assist with creating and implementing wealth preservation strategies, business succession planning, and family-office planning.
Have 2-5 years of sophisticated income, estate, gift, and generation-skipping transfer tax planning experience for high-net-worth individuals.
Prior experience drafting estate planning documents, including wills, revocable trusts, and irrevocable trusts, such as intentionally defective grantor trusts, is required.
Experience with probate and trust and estate administration is preferred.
Prior law firm practice experience is a must.
Must possess superior writing capabilities and thorough legal research prowess.
Requirements
Strong academic credentials with a J.D. degree from an ABA-approved law school and an active member in good standing in the Florida bar.
2-5 years of sophisticated income, estate, gift, and generation-skipping transfer tax planning experience.
Prior experience in drafting estate planning documents.
Experience with probate and trust and estate administration.
Prior experience in law firm private practice.
Degree in accounting, CPA license, or LL.M. in Tax strongly preferred.
Excellent academic and employment credentials.
Superior writing capabilities and thorough legal research prowess.
Why Join Us
We prioritize quality over quantity, with no billable hour requirement.
We celebrate our successes together, fostering an energizing work culture.
We encourage employee engagement and team bonding through regular events and activities.
We offer an all-expenses-paid annual company trip after one year, creating unforgettable memories.
We provide various day-to-day perks, including snacks, drinks, and employee appreciation events.
We are committed to community involvement and making a positive impact.
