Estate Planning & Tax Attorney

Maimone Legal; Fort Lauderdale (FL); On-site; USD 80,000 - 115,000; Full time

Benefits offered by this job

Health, vision & dental insurance

Paid time off

Paid sick days

Job summary

Maimone Legal in Fort Lauderdale is seeking an Estate Planning & Tax Attorney to handle sophisticated planning for individuals, families, and business owners. You will design plans, draft documents, and work directly with clients on cross-border and pre-immigration planning within a flat-fee model.

The role emphasizes irrevocable trusts, estate tax strategies, and business succession for high-net-worth clients, with on-site work Monday–Friday in an expanding practice.

Qualifications

• Active Florida Bar membership.
• 2–3 years of estate planning experience.
• Ability to design and implement complex plans for high net-worth clients.

Responsibilities

• Design and draft estate plans, including revocable and irrevocable trusts, wills, and powers of attorney.
• Develop estate and gift tax strategies for high-net-worth clients.
• Plan business succession for closely held companies.
• Advise on cross-border and pre-immigration planning with immigration team.
• Handle tax structuring beyond compliance.
• Meet with clients directly and explain options clearly.
• Coordinate with CPAs and financial advisors to implement plans.

Skills

Estate planning

Cross-border planning

Client communication

On-site collaboration

Education

Active Florida Bar

Job description

Estate Planning & Tax Attorney

On-Site | Full-Time | Monday–Friday | $80,000–$115,000/year | Fort Lauderdale, FL

About the Role

You’ll handle estate planning and tax work for individuals, families, and business owners. Many are high-net-worth, and some are foreign investors who came to us through our immigration practice. You’ll design the plan, draft the documents, and be the attorney clients work with directly.

This isn’t a wills-and-simple-trusts practice, and it isn’t probate litigation. It’s planning work: irrevocable trusts, estate tax strategy, business succession, and cross-border structuring for clients with assets in more than one country. We’re flat-fee, so there’s no billable hour requirement. If you want to build a sophisticated planning practice, there’s room to do it here as the firm grows.

Relevant Backgrounds:

• Estate Planning Attorney
• Trusts & Estates Associate
• Tax Attorney
• Private Client Attorney
• Wealth Planning
• Business Succession
• Probate & Trust Attorney

What You’ll Do

• Design and draft estate plans, including revocable and irrevocable trusts, wills, and powers of attorney
• Build estate and gift tax strategies for high-net-worth clients
• Plan business succession for owners of closely held companies
• Advise foreign investors and new U.S. residents on cross-border and pre-immigration planning, alongside our immigration team
• Handle tax structuring that goes beyond compliance
• Meet with clients directly and explain their options in plain language
• Coordinate with clients' CPAs and financial advisors to carry out the plan

What We’re Looking For

Required

• Active member of The Florida Bar
• 2–3 years practicing estate planning
• Hands-on experience with complex planning: irrevocable trusts, estate tax minimization, or business succession
• Already living in Broward or Miami-Dade County
• Able to work on-site in Fort Lauderdale, Monday through Friday

Preferred

• LL.M. in Taxation or Estate Planning
• Experience with GRATs, ILITs, dynasty trusts, or intentionally defective grantor trusts
• Cross-border or non-resident estate planning experience
• Bilingual

Compensation

$80,000–$115,000 per year, depending on experience, plus health, vision, and dental insurance, paid time off, and paid sick days.

Who We Are

Maimone Legal is a family-run, immigrant-owned law firm in Fort Lauderdale practicing immigration, business, and estate planning law. Our founders immigrated from Canada themselves, so we understand what our clients are going through.

We go beyond paperwork — clients get strategies built for their situation and direct access to the professionals handling their case. Every person on our team shapes that experience.

Learn More: https://maimonelegal.com