Taxation & Wealth Transfer Planning Associate

Fox Rothschild LLP; Greenville (SC); On-site; USD 120,000 - 180,000; Full time

Job summary

Fox Rothschild LLP in Greenville, SC seeks an associate in the Taxation & Wealth Planning Department to handle general tax, trusts, estates and estate planning matters. The ideal candidate has 3–5 years of relevant experience and is licensed to practice in South Carolina.

The role involves assisting with diverse estate planning strategies and helping clients administer estates and trusts. We require JD and SC licensure. A Master's in Taxation (LLM) is preferred.

Qualifications

• JD required and SC license to practice.
• Strong academic record with excellent written and oral communication skills.
• Experience with trusts, estates, corporations, family-owned businesses, private foundations, and other tax-exempt organizations is a plus.
• Experience handling modifications of trusts and conflicts among trustees and beneficiaries is preferred.
• Master’s Degree from an LLM Taxation program strongly preferred.

Responsibilities

• Assist with creation and implementation of diverse estate planning strategies.
• Help clients with the administration of estates and trusts.

Skills

Written and oral communication

Trusts and estates experience

Taxation knowledge

LLM Taxation preferred

Education

Juris Doctorate (JD)

Licensed to practice in SC

LLM Taxation preferred

Job description

Description: Fox Rothschild LLP has an opening in Greenville, SC for an associate in the Taxation & Wealth Planning Department. The ideal candidate will have three to five years of general tax, trusts and estates, and estate planning experience. Responsibilities will include assisting with the creation and implementation of diverse estate planning strategies and helping clients with the administration of estates and trusts. 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 State of South Carolina.

Knowledge, Skills, & Abilities

• Strong academic record and excellent written and oral communication skills required.
• Experience working with trusts, estates, corporations, family-owned businesses, private foundations, and other tax-exempt organizations a plus.
• Experience with handling modifications of trusts and conflicts among trustees and beneficiaries, preferred.
• Master’s Degree from an LLM Taxation program strongly preferred.

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] .