Senior Associate or Partner

Synectics Inc.; Cleveland (OH); Sur place; USD 140 000 - 230 000; Plein temps

Résumé du poste

Synectics Inc. is seeking a Trusts and Estates Senior Associate or Partner with 5+ years of experience in estate planning, trust administration, and tax law to advise clients and develop tailored strategies in Ohio.

You will design comprehensive planning documents, administer trusts, oversee probate, handle tax planning, and collaborate with professionals to deliver integrated legal solutions while maintaining high ethical standards and client relationships.

Qualifications

• JD from an accredited law school.
• 2

Responsabilités

• Design and draft comprehensive estate and tax planning documents (wills, trusts, powers of attorney, directives).

Connaissances

Estate planning

Tax law

Client counseling

Legal drafting

Formation

Juris Doctor (JD) from an accredited law school

Active Ohio Bar license

Description du poste

We are seeking an Trusts and Estates Senior Associate or Partner with 5+ years of experience in estate planning, trust administration, and tax law. The ideal candidate will advise clients on estate and tax planning, probate, asset protection, and business succession while developing tailored legal strategies to protect assets and fulfill clients' wishes.

Responsibilities

• Assist with designing and drafting comprehensive estate and tax planning documents, including wills, trusts, powers of attorney, advance healthcare directives, and related business documents.
• Administer trusts and estates, manage probate proceedings, and oversee asset distribution.
• Handle tax planning and tax compliance matters related to trusts and estates.
• Advise clients on charitable giving, business succession, and asset protection strategies.
• Represent clients in probate court and other legal proceedings as needed.
• Monitor changes in estate planning, tax laws, and applicable regulations.
• Build and maintain strong client relationships through personalized legal advice and effective communication.
• Collaborate with attorneys, accountants, financial advisors, and other professionals to deliver comprehensive legal solutions.
• Manage multiple client matters and projects while maintaining accuracy and meeting deadlines.

Qualifications

• Juris Doctor (JD) from an accredited law school.
• Active Ohio Bar license required.
• 5+ years of experience in trusts and estates and tax law required.
• Strong knowledge of estate planning, probate, and trust administration.
• Accounting and/or tax education or experience preferred.
• Excellent analytical, legal drafting, and negotiation skills.
• Strong interpersonal, written, and verbal communication abilities.
• High level of professionalism and ethical standards.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple clients and matters simultaneously.