Trust, Estates, & Tax Associate

Jobot; Morristown (NJ); On-site; USD 170,000 - 200,000; Full time

Benefits offered by this job

Great platform to grow your career

Fantastic benefits

Firm is on growth path

Job summary

Jobot in Morristown, NJ is seeking an attorney to join our legal team, specializing in trusts, estates, tax controversy, and tax compliance. The role covers drafting estate documents, advising on wealth preservation, and handling probate, along with tax audits and compliance.

The candidate will provide strategic counsel to individuals and corporations. Ideal for a practitioner with strong advisory and litigation experience in trusts, estates, and tax law, capable of managing complex matters and

Qualifications

• Juris Doctor (J.D.) degree from an accredited law school.
• Admission to the state bar and in good standing.

Responsibilities

• Drafting and reviewing trusts, wills, powers of attorney, and other estate planning documents.
• Advising on wealth preservation, asset protection, and succession planning.
• Handling estate administration and probate proceedings.
• Representing clients in IRS audits, appeals, and tax litigation.
• Negotiating settlements with tax authorities.
• Providing counsel on tax compliance issues and potential liabilities.
• Advising on federal, state, and international tax laws.
• Developing tax‑efficient strategies for individuals and businesses.
• Ensuring compliance with tax regulations and reporting requirements.
• Building and maintaining strong client relationships through effective communication.

Education

Juris Doctor (J.D.)

Bar admission

Job description

Job details

Salary: $170,000 - $200,000 per year

A bit about us:

We are seeking a highly skilled attorney to join our legal team, specializing in trusts, estates, tax controversy, and tax compliance. This role requires expertise in navigating complex legal landscapes related to inheritance, wealth management, tax disputes, and regulatory compliance. The ideal candidate will possess a strong background in both advisory and litigation aspects of trusts, estates, and tax law, providing strategic counsel to clients ranging from individuals to corporations.

Why join us?

• Great platform to grow your career
• Fantastic benefits
• Firm is on growth path

Responsibilities

• 1. Trusts and Estates:
  • - Drafting and reviewing trusts, wills, powers of attorney, and other estate planning documents.
  • - Advising clients on wealth preservation, asset protection, and succession planning.
  • - Handling estate administration and probate proceedings.
• 2. Tax Controversy:
  • - Representing clients in IRS audits, appeals, and tax litigation.
  • - Negotiating settlements with tax authorities on behalf of clients.
  • - Providing counsel on tax compliance issues and potential liabilities.
• 3. Tax Compliance:
  • - Advising clients on federal, state, and international tax laws.
  • - Developing tax-efficient strategies for individuals and businesses.
  • - Ensuring compliance with tax regulations and reporting requirements.
• 4. Client Counseling:
  • - Building and maintaining strong client relationships through effective communication and trust.
  • - Providing tailored legal advice and solutions based on individual client needs and objectives.
  • - Educating clients on legal risks and opportunities related to trusts, estates, and taxes.
• 5. Research and Analysis:
  • - Conducting legal research to stay current on regulatory developments and case law.
  • - Analyzing complex legal issues and providing clear, concise written and oral recommendations.
• 6. Team Collaboration:
  • - Collaborating with colleagues across different legal disciplines to provide comprehensive client solutions.
  • - Mentoring junior attorneys and supporting their professional development.

Qualifications:

• Juris Doctor (J.D.) degree from an accredited law school.
• Admission to the state bar and in good standing.
• Minimum of [X] years of experience practicing trusts, estates, tax controversy, and tax compliance law.
• Proven track record of successfully managing complex legal matters independently.
• Strong analytical skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to prioritize and manage multiple tasks in a fast-paced environment.
• Commitment to professional growth and continuing education in relevant legal fields.

Preferred Qualifications:

• Master of Laws (LL.M.) in Taxation or related field.
• Experience working with high-net-worth individuals, family offices, and corporate clients.
• Prior experience in a reputable law firm specializing in trusts, estates, and tax law.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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