Tax & Estate Planning Attorney
- Military veterans preferred
2024-05-15 AppCast (https://www.appcast.io)
Other
/yr
full-time
employee
Miami Florida 33222 United States
Job Description As a Tax and Estate Planning Attorney, you will play a pivotal role in providing strategic legal counsel to high-net-worth individuals, families, and businesses on tax planning and estate planning matters. This is an exciting opportunity to join a leading law firm and contribute your expertise to developing innovative solutions for clients' financial objectives.
Collaborate with clients to understand their financial goals and develop customized tax and estate planning strategies.
Provide expert guidance on various tax-related matters, including income tax, gift tax, estate tax, and generation-skipping transfer tax.
Draft and review legal documents, such as wills, trusts, powers of attorney, and advanced healthcare directives, ensuring accuracy and compliance with applicable laws.
Work closely with cross-functional teams, including attorneys, accountants, and financial advisors, to coordinate comprehensive planning solutions for clients.
Stay abreast of changes in tax laws and regulations, and communicate potential impacts to clients proactively.
Represent clients in tax audits, disputes, and other proceedings before regulatory authorities, advocating for their best interests.
Cultivate and maintain strong relationships with clients, demonstrating professionalism, integrity, and exceptional communication skills.
Requirements
Juris Doctor (J.D.) degree from an accredited law school.
Admission to the Florida State Bar or eligibility for admission via reciprocity.
Minimum of 5 years of experience practicing in tax law and estate planning, preferably at a reputable law firm or financial institution.
Demonstrated expertise in developing and implementing complex tax and estate planning strategies.
Strong analytical skills and attention to detail, with the ability to analyze financial data and legal documents effectively.
Excellent written and verbal communication skills, with the ability to convey complex legal concepts clearly and concisely.
Proven track record of providing exceptional client service and maintaining client relationships.
Ability to work independently and collaboratively in a fast-paced, deadline-driven environment.
Benefits
Competitive salary and benefits package commensurate with experience.
Opportunities for professional development and continuing education.
Work with a leading law firm and have a meaningful impact on clients' financial futures.