Estate and Tax Planning Attorney

BCG Attorney Search; Latham (NY); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Relocation assistance

Job summary

BCG Attorney Search in New York seeks an Estate and Tax Planning Attorney with five to seven years of experience in high net worth estate and tax planning. The role supports trusts including Intentionally Defective Trusts and Charitable Trusts, with locations in Latham, NY or Midtown Manhattan.

The ideal candidate will draft various trusts, work with clients to create comprehensive estate plans, and provide tax strategy advice while collaborating with colleagues to meet client needs.

Qualifications

• Five to seven years of experience in estate and tax planning.
• Licensed to practice law in New York.

Responsibilities

• Plan and draft Intentionally Defective Trusts, Spousal Limited Access Trusts, and other trust types.
• Collaborate with clients to develop comprehensive estate plans.
• Provide legal advice on tax implications and strategies.
• Work independently and as part of a team to meet client needs.

Skills

Communication skills

Critical thinking

Detail-oriented

Ability to work under pressure

Education

Juris Doctor

Tools

Clio

NetDocuments

Wealth Docs

Microsoft Office

Job description

Job Overview

A law firm seeks an Estate and Tax Planning Attorney with five to seven years of experience in high net worth estate and tax planning for their Latham, NY or Midtown NYC locations. The ideal candidate will have experience with various trusts, including Intentionally Defective Trusts and Charitable Trusts.

Duties

• Plan and draft Intentionally Defective Trusts, Spousal Limited Access Trusts, and other trust types.
• Collaborate with clients to develop comprehensive estate plans.
• Provide legal advice on tax implications and strategies.
• Work independently and as part of a team to meet client needs.

Requirements

• Five to seven years of experience in estate and tax planning.
• Licensed to practice law in New York.
• Detail-oriented with strong organizational skills.
• Ability to work effectively under pressure.

Education

Juris Doctor

Certifications

Licensed to practice in New York

Skills

• Proficient in legal case management software, preferably Clio and/or NetDocuments.
• Proficiency with Wealth Docs preferred.
• Proficient in Microsoft Office Suite.
• Superior communication and critical thinking skills.

Benefits

• Relocation assistance available.