Trusts & Estates Partner

Jobot; Miami (FL); On-site; USD 150,000 - 300,000; Full time

Benefits offered by this job

Bonus

401K

Competitive Base Salary

Excellent Healthcare

Generous PTO

Flexible spending accounts

Company paid short- and long-term disability

Job summary

An established industry player is seeking a Senior Associate or Partner to join their Trusts & Estates boutique law firm in South Miami. This role offers the opportunity to work with a diverse clientele, providing comprehensive estate planning services and collaborating with various advisors. The firm prides itself on its inclusive environment and offers a competitive salary along with excellent healthcare benefits and generous PTO. If you're a highly organized professional with a strong background in trusts and estate planning, this is a fantastic opportunity to advance your career in a supportive and dynamic setting.

Qualifications

• 5+ years of experience in trusts and estate planning is essential.
• LLM and transferrable book are significant advantages.

Responsibilities

• Consult with clients to understand their estate planning needs.
• Prepare and draft various estate planning documents.
• Research legal and tax issues related to estate planning.

Skills

Trusts and estate planning experience

Gift and Estate Tax knowledge

Estate & Trust Tax knowledge

Organizational skills

Ability to work independently

Education

LLM (Master of Laws)

Job description

This Jobot Job is hosted by Angela Trudeau.

Salary

$150,000.00/yr - $300,000.00/yr

A Bit About Us

We're a Trusts & Estates boutique law firm in South Miami. We're looking for a Senior Associate or Partner with some transferrable business.

Why join us?

• Bonus
• 401K
• Competitive Base Salary
• Excellent Healthcare and generous PTO
• Flexible spending accounts
• Company paid short- and long-term disability

Qualifications

• 5+ years of trusts and estate planning experience
• Gift and Estate Tax experience
• In-depth understanding and appreciation of estate planning and the trust and estate administration process from start to finish
• Highly organized, adaptable, focused, and able to handle multiple tasks and cases simultaneously
• Able to work independently, under pressure, with minimal supervision
• Estate & Trust Tax knowledge
• LLM and transferrable book are huge pluses!

Responsibilities

• Consult with clients to understand needs
• Prepare a variety of estate planning documents
• Draft, read, proofread, and interpret trusts and other legal documents, including business formations and agreements
• Research legal and tax related issues associated with cutting edge estate planning strategies
• Collaborate with client advisors such as financial planners, accountants, and other attorneys

Please reach out to learn more! [e-mail] 781 412 3406

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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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.

Seniority level

Director

Employment type

Full-time

Job function

Finance and Sales

Industries

Legal Services, Law Practice, and Government Administration