Senior Estate Planning & Tax Strategy Attorney

Synectics Inc.; Wheaton (IL); Sur place; USD 140 000 - 210 000; Plein temps

Résumé du poste

Synectics Inc. in the western suburbs of Chicago, Illinois, seeks an Estate Planning Senior Associate Attorney with 5+ years of experience to join our Estate Planning Group.

The ideal candidate will focus on sophisticated estate planning, estate administration, and tax planning, with excellent drafting skills and a solid financial or accounting background. Applicants should be highly organized, deadline-driven, and comfortable engaging with clients and referral sources to support strategic

Qualifications

• 5+ years of experience in estate planning and estate administration.
• Experience handling sophisticated estate planning and tax planning matters.
• Background providing general business advice to clients.
• Excellent legal drafting and analytical skills.
• Strong financial or accounting background.
• Deadline-oriented, highly organized, and detail-focused.
• Strong interpersonal and communication skills with client and referral source interaction.

Responsabilités

• Advise clients on sophisticated estate planning strategies and wealth preservation.
• Handle complex estate planning and estate administration matters.
• Provide tax planning guidance and assist with estate and trust-related tax matters.
• Offer general business advice to clients, including individuals, families, and business owners.
• Draft, review, and revise estate planning documents and other legal instruments.
• Maintain strong relationships with clients and referral sources through regular interaction.
• Manage multiple matters efficiently while meeting deadlines and maintaining high-quality work.

Connaissances

Estate planning

Drafting

Financial background

Client interaction

Time management

Formation

J.D. or equivalent law degree

Description du poste

Synectics Inc. in the western suburbs of Chicago, Illinois, seeks an Estate Planning Senior Associate Attorney with 5+ years of experience to join our Estate Planning Group.

The ideal candidate will focus on sophisticated estate planning, estate administration, and tax planning, with excellent drafting skills and a solid financial or accounting background. Applicants should be highly organized, deadline-driven, and comfortable engaging with clients and referral sources to support strategic