Taxation & Wealth Planning Attorney

Fox Rothschild LLP; Center Square (PA); On-site; USD 180,000 - 240,000; Full time

Job summary

Fox Rothschild LLP in the Greater Philadelphia area seeks a Taxation & Wealth Planning Attorney with at least 6 years' experience in domestic and international estate planning, business succession, and charitable giving. The ideal candidate will draft complex documents, counsel clients through the planning process, manage estate administration matters, and collaborate with corporate and real estate teams.

PA licensure is required.

Qualifications

• JD required; PA license to practice.
• Minimum 6 years of experience in taxation and wealth planning.

Responsibilities

• Counsel clients through estate planning processes.
• Draft wills, trusts, GRATs, and other documents.
• Handle tax and estate administration matters.
• Collaborate with corporate/real estate teams (plus)

Skills

Estate planning

Tax planning

Client counseling

Legal drafting

Cross-office collaboration

Education

Juris Doctorate (JD)

PA Bar License

Job description

Taxation & Wealth Planning Attorney - Multiple Offices

Blue Bell, PA; Exton, PA; Philadelphia, PA; Pittsburgh, PA; Warrington, PA

Description

Fox Rothschild has an opening in multiple offices for a Taxation & Wealth Planning Attorney. The ideal candidate will have a minimum of 6 years of experience in taxation and wealth planning matters, including domestic and international estate planning, business succession planning, estate and trust administration and charitable giving. We are not currently accepting resumes from search firms for this position.

Qualifications

Juris Doctorate (JD) required. Must be licensed to practice law in the Commonwealth of Pennsylvania.

Knowledge, Skills, & Abilities

• Strong academic record and excellent written and oral communication skills required.
• Experience in drafting a variety of estate planning documents, such as wills, trusts, GRATs, charitable trusts, settlement agreements, special needs trusts and powers of attorney is required.
• Experience counseling clients through the estate planning process required.
• Experience in tax and estate administration matters, such as inheritance tax and probate petitions required.
• Experience with trust and estate dispute resolution proceedings, is preferred.
• Experience with leveraging tax exemptions and exclusions, charitable giving, and irrevocable gifting trusts, is preferred.
• Corporate, M&A, or real estate experience is a plus.

Work Environment & Physical Demands

• This job operates in a clerical, office setting. This role routinely uses standard office equipment including, but not limited to computers, telephones, printers, and copiers.

Physical Requirements

• Sedentary work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds. Work involves sitting most of the time. Walking and standing is often necessary in carrying out job duties.

Fox Rothschild is under no obligation to provide sponsorship for this position. Applicants must be currently authorized to work in the United States on a full-time basis now and in the future.

The above is intended to describe the general content of and requirements for the performance of this job. It is not a contractor employment agreement and is not to be construed as an exhaustive statement of all functions, responsibilities, or requirements the employee may be required to perform, and the employee may be required to perform additional duties. Additionally, management reserves the right to review and revise the job description at any time. Employment with the firm is at-will. Employees must be able to satisfactorily perform all of the essential functions of the position with or without a reasonable accommodation. If an accommodation request would cause an undue hardship or a safety concern, the individual may not be eligible for the position.

Fox Rothschild LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity or gender expression, breastfeeding, lactation, disability, or veteran status, among other factors, in accordance with applicable federal, state, and local jurisdictions. Applicants who need any assistance applying for a position are encouraged to contact the Human Resources Department, [e-mail] .