Private Client Tax & Estate Planning Associate

Buchalter; Nashville (TN); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Basic life insurance

401k plan

Job summary

Buchalter in Nashville seeks a Tax and Estate Planning Legal Associate with an LL.M. in Taxation and 3–5 years of relevant experience to advise high-net-worth individuals, families, and closely held entities on complex estate and transfer tax matters.

The ideal candidate will draft and review wills, trusts, powers of attorney, LLC and partnership agreements, and collaborate with partners, clients, accountants, and advisors to develop tax-efficient planning strategies while maintaining

Qualifications

• LL.M. in Taxation and 3–5 years of relevant experience
• Advise high-net-worth individuals and families on estate and transfer tax matters
• Membership in good standing with the Tennessee state bar

Responsibilities

• Draft and review wills, trusts, powers of attorney, partnership and LLC agreements
• Assist with estate and trust administration and tax filings
• Research federal and state tax issues and develop tax-efficient planning strategies

Skills

Estate planning

Tax planning

Client facing

Drafting documents

Education

LL.M. in Taxation

Tennessee Bar Admission

Job description

Buchalter in Nashville seeks a Tax and Estate Planning Legal Associate with an LL.M. in Taxation and 3–5 years of relevant experience to advise high-net-worth individuals, families, and closely held entities on complex estate and transfer tax matters.

The ideal candidate will draft and review wills, trusts, powers of attorney, LLC and partnership agreements, and collaborate with partners, clients, accountants, and advisors to develop tax-efficient planning strategies while maintaining