Senior Wealth Planning Attorney

Michael Best & Friedrich LLP; Milwaukee (WI); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Total Rewards package

Competitive benefits

Job summary

Michael Best & Friedrich LLP’s Wealth Planning Practice is seeking a Senior Wealth Planning attorney with 10+ years of experience to join our Wisconsin offices (Green Bay, Madison, Milwaukee, Waukesha). The attorney will serve as a business advisor to clients, guiding them through estate planning, trusts and estates, and tax matters across their life cycles.

The ideal candidate will have experience creating and implementing estate plans, administration of trusts and estates, and transfer tax

Qualifications

• J.D. from ABA accredited law school.
• Excellent academic credentials.
• 10+ years in estate planning, trusts & estates, and transfer tax planning.
• Wisconsin license preferred or willing to become licensed.
• Ability to learn and adapt to evolving firm needs.
• Ability to work under pressure and meet deadlines.
• Strong relationship-building with clients.

Responsibilities

• Serve as a business advisor to clients across life-cycle matters.
• Advise on estate planning, trusts and estates administration.
• Develop client relationships and advise on tax laws changes.
• Collaborate with attorneys and staff across Wisconsin offices.

Skills

Estate planning

Trusts & estates

Gift tax

Estate tax

Marital property

Transfer tax

Client relations

Communication

Education

J.D. ABA-accredited

Job description

Michael Best & Friedrich LLP’s growing Wealth Planning Practice is looking to add a Senior Wealth Planning attorney with at least 10 years of experience to any of our Wisconsin offices (Green Bay, Madison, Milwaukee, Waukesha). The attorney will serve as a business advisor to clients, guiding them in a full range of legal matters throughout their life cycle.

The ideal candidate will have experience creating and implementing estate plans, the administration of trusts and estates, including experience with preparation and/or review of gift tax returns and estate tax returns, creating marital property agreements, and transfer tax planning, including the use of lifetime irrevocable trusts.

The attorney will build strong relationships through direct interaction with clients while advising them on adapting and responding to unforeseen family and business issues, economic conditions, and ever-changing tax laws.

• This position can be in any of our Wisconsin offices
• J.D. from an ABA accredited law school
• Excellent academic credentials
• 10 years of experience in creating and implementing estate plans, the administration of trusts and estates, creating marital property agreements, and transfer tax planning
• Wisconsin license preferred or willing to become licensed in Wisconsin
• Ability to learn and embrace new skills and best practices as the position evolves and Firm needs change
• Ability to work well under pressure and meet tight deadlines
• Ability to work well independently as well as effectively within a team
• Ability to develop relationships and foster teamwork at all levels of the Firm

Communication

• Excellent interpersonal skills and ability to work effectively with a diverse group of internal and external clients, attorneys, and staff
• Excellent oral and written communication skills
• Ability to manage confidential information and sensitive situations with tact and discretion

Problem Solving Skills

• Ability and confidence to identify and analyze issues, make decisions, and initiate actions/solutions
• Agility to respond to unexpected challenges, including proactively developing innovative solutions to complex problems while maintaining a professional demeanor

Professionalism

• Ability to maintain composure and demonstrate good judgment
• Valid authorization to work in the U.S.

Why You Should Apply

At Michael Best, we are proud to offer a comprehensive and competitive Total Rewards package that provides a variety of resources designed to enhance its employees’ overall well-being, both at work and at home. Competitive base pay, outstanding benefits, opportunities for learning and growth, programs designed to help you plan for the future, and perks that inspire your downtime are all part of our total compensation package.

Learning & Growth

Total Compensation

Planning for the Future

Culture & Workplace

Learning & Growth

We are committed to fostering an environment where every team member can thrive both personally and professionally. It's why we invest in and provide the following resources and guidance to help you grow your career with confidence.

• Challenging and Dynamic Role
• Professional Growth Opportunities
• Performance Management and Coaching
• Specialized Training Programs
• Bar Exam/Bar Review Course Reimbursement

Michael Best & Friedrich LLPandMichael Best Strategies LLC,(collectively known as "Michael Best") are steadfastly committed to providing equal employment opportunity and maintaining a workplace for employees and applicants for employment that is free from discrimination based upon age, race, religion, color, disability, marital status,sex(including pregnancy), national origin, ancestry, ethnicity, sexual orientation, gender identity or expression, genetic information, veteran or military status, or any other status protected by applicable federal, state, or local law.

If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process please contact our Recruiting team at 414.225.4999 or [e-mail] to let us know the nature of your request and your contact information.

For Colorado applicants only (as required by the Colorado Equal Pay Act): The starting salary for associate positions in our Denver office is $190,000. Pay is determined based on a variety of factors including, but not limited to, depth of experience in the practice area. Associates are eligible to participate in Michael Best’s associate bonus program, subject to the program’s conditions and restrictions. This position is considered full-time and is therefore eligible to participate in employer-sponsored benefits, including: medical, dental, vision, as well as elective/voluntary life, disability, and accident coverage. All full-time employees are eligible to participate in the firm's 401k plan.