Estate & Business Planning Attorney (3 - 7 Years)

Koley Jessen P.C., L.L.O.; Omaha (NE); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with Firm contribution

Employee Assistance Programs

Job summary

Koley Jessen, Omaha-based law firm, seeks an experienced attorney to join our team focused on estate planning, business succession planning, charitable planning, and related areas. The ideal candidate will have 3–7 years of experience with high net worth clients, strong research and drafting skills, and Nebraska licensure or eligibility.

We offer a collaborative, people-centered culture with ongoing professional development, wellbeing programs, and a robust benefits package including medical,

Qualifications

• 3–7 years of legal experience in estate, succession and tax planning for high net worth clientele.
• Knowledge of estate tax, gift tax, generation-skipping transfer tax, income tax and corporate/partnership tax.
• Experience with advanced estate, charitable and wealth transfer planning techniques.
• Ability to research tax and legal matters, draft documents, issue spot, develop and propose solutions.
• Excellent communication and analytical skills, keen attention to detail, and ability to work in a team environment.

Responsibilities

• Consult with and advise clients on estate planning, business succession planning, wealth transfer planning, charitable planning and related work.
• Draft documents to implement such planning.
• Prepare federal estate and gift tax returns (including complex reporting and valuation issues).
• Assist clients in establishing private foundations and other charitable vehicles.

Skills

Estate planning

Tax planning

Legal drafting

Research & analysis

Communication

Team collaboration

Education

Nebraska bar admission

Job description

Koley Jessen offers our clients the region’s largest team of attorneys and paralegals dedicated exclusively to the areas of estate planning and administration, business succession planning, charitable planning, and related areas of the law. We are seeking an experienced attorney to join our team.

We hope to find an attorney with experience:

• Consulting with and advising clients on estate planning, business succession planning, wealth transfer planning, charitable planning, estate and trust administration, tax planning, liquidity planning, asset protection planning and related work;
• Drafting documents to implement all such planning;
• Preparing federal estate and gift tax returns (including complex reporting and valuation issues); and
• Assisting clients in the establishment of private foundations and other charitable vehicles.

The ideal candidate would possess:

• 3 - 7 years of legal experience, with significant exposure to estate, succession and tax planning for high net worth clientele.
• Knowledge of estate tax, gift tax, generation-skipping transfer tax, income tax and corporate / partnership tax.
• Experience with more advanced estate, charitable and wealth transfer planning techniques.
• Ability to efficiently research tax and legal matters, draft documents, issue spot, develop and propose solutions.
• Excellent communication and analytical skills, keen attention to detail, and the ability to work effectively in a team environment.
• Applicants must currently be licensed, or currently eligible to become licensed, to practice law in Nebraska.
• A people-focused, collaborative and results-orientated culture;
• Continuous learning and professional development opportunities;
• Programs and activities to enhance your wellbeing;
• Competitive salary and a robust benefits package including medical, dental, vision, life and long-term disability insurance options, 401(k) with Firm contribution, and Employee Assistance Programs; and
• A beautiful central Omaha office equipped with modernized workspaces.

Koley Jessen celebrates, supports and promotes diversity and inclusion and is an Equal Opportunity Employer inclusive of protected veterans and individuals with disabilities. Koley Jessen strictly prohibits any discrimination or harassment based on a person’s race, color, sex, national origin, ancestry, age, disability, religion, military and veteran status, sexual orientation, gender identity, gender expression, genetic information, pregnancy, or any other ground prohibited by law.

Koley Jessen participates in E‑Verify. Please review the required notices below prior to submitting your application.