Tax & Estate Planning Associate for Private Clients

BUCHALTER LLP; Nashville (TN); Sur place; USD 120 000 - 190 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

Basic life insurance

401k plan

Résumé du poste

Buchalter LLP in Nashville, TN 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 and families on complex estate and tax matters.

You will draft and review wills, trusts, powers of attorney, partnership and LLC agreements; help with estate administration; and collaborate with partners, clients, accountants, and financial advisors to develop tax-efficient planning strategies.

Qualifications

• LL.M. in Taxation required or strongly preferred.
• 3–5 years of relevant experience in tax and estate planning.
• Active Tennessee state bar membership in good standing.

Responsabilités

• Drafting and reviewing wills, trusts, powers of attorney, partnership and LLC agreements, and charitable planning structures.
• Assisting with estate and trust administration and related tax filings.
• Researching federal and state tax issues and advising high-net-worth clients and fiduciaries.
• Collaborating with partners, clients, accountants, and financial advisors to develop tax-efficient planning strategies.

Connaissances

Tax planning

Estate planning

Legal drafting

Client relations

Research and analysis

Formation

LL.M. in Taxation

Bar admission in Tennessee

Description du poste

Buchalter LLP in Nashville, TN 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 and families on complex estate and tax matters.

You will draft and review wills, trusts, powers of attorney, partnership and LLC agreements; help with estate administration; and collaborate with partners, clients, accountants, and financial advisors to develop tax-efficient planning strategies.