Trust and Estates Tax Attorney

Profile

Job Overview

A law firm seeks an experienced Trust and Estates Tax Attorney in Clearwater, FL. The ideal candidate will have a minimum of five years of experience in estate planning and tax matters, with a preference for those holding an LL.M. in estate planning or tax. This role offers opportunities for growth and exposure to complex cases, working closely with a senior partner dedicated to mentoring.

Duties

• Advise high-net-worth clients on estate planning, tax planning, and asset protection strategies.
• Assist with trust and estate administration, including modifications and tax planning initiatives.
• Take initiative on deal work and manage tasks with minimal supervision.
• Collaborate effectively within a team while maintaining strong client relationships.

Requirements

• Minimum of five years of experience in estate planning, tax planning, asset protection, and trust and estate administration.
• Strong written and verbal communication skills.
• Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.

Education

• LL.M. in estate planning or tax preferred.

Certifications

• Bar admission in Florida.

Skills

• Proficiency in estate and tax law.
• Strong analytical and problem-solving skills.
• Excellent client relationship management.

Benefits

• Opportunities for professional growth and development.
• Mentorship from experienced senior partners.

Company info

BCG Attorney Search
801 Brickell Avenue, Suite 900
Miami
Florida
United States 33131
Phone : (305) 570-3575
Fax : (213) 895-7306