Tax Trust Estate Associate

Title: Tax,Trust & Estate Associate Location: NYC (Midtown), North NJ or Boca Raton, FL - (Hybrid) Salary: $225K-$315K Growing Established Law Firm Seeks Tax, Trust & Estate Attorney to join their team! Responsibilities: Consult with clients to understand their unique needs and objectives for estate planning. Draft wills, trusts, powers of attorney, and other legal documents in accordance with client instructions and applicable laws. Assist trustees and beneficiaries with the administration of trusts, including asset management and distribution. Guide clients through the probate process, from validating wills to resolving disputes among heirs or beneficiaries. Address legal issues affecting older adults, such as long-term care and Medicaid planning and guardianship proceedings. Represent clients in trust and estate litigation, including will contests and breach of fiduciary duty claims. Attend relevant events and conduct educational seminars for potential clients. Advise clients on a variety of tax law matters, including but not limited to tax planning, compliance, and controversy Conduct legal research and analysis to support clients' needs Represent clients in tax disputes and negotiations with government agencies Provide strategic guidance to clients on complex tax matters Manage client relationships and ensure client satisfaction Stay up-to-date on changes in tax law and regulations and provide timely updates to clients Skills & Experience : New York, New Jersey, Florida or Maryland Bar Admission Juris Doctor from accredited law school LLM preferred in Taxation or Estate Planning 3-5 years' experience in estate/trust law practice environment Exposure to Microsoft Now / LexisNexis / PerfectLaw or Westlaw software Strong written, oral communication & presentation skills. In-depth knowledge of federal and state tax laws and regulations

Created: 2024-11-05