Estate and Tax Planning Attorney

Profile

Job Overview

A law firm seeks a highly experienced Estate and Tax Planning Attorney to join its team in Pearl River, New York. This position is ideal for a legal professional with expertise in estate planning, tax strategy, and wealth management. The role involves advising clients on sophisticated estate plans, complex tax issues, and strategies for preserving and transferring wealth, focusing on high-net-worth individuals and families.

Duties

• Provide counsel on estate planning, wealth preservation, and tax strategy.
• Draft and review wills, trusts, powers of attorney, and related documents.
• Advise clients on federal and state tax implications, including estate, gift, and generation-skipping transfer taxes.
• Represent clients in tax planning discussions and negotiations with tax authorities when necessary.
• Collaborate with financial advisors, accountants, and other professionals to develop comprehensive client strategies.
• Stay informed on changes in tax laws and estate planning regulations.
• Assist in the administration of estates and trusts, ensuring compliance with all legal and regulatory requirements.

Requirements

• 22 years of experience in estate and tax planning law.
• Strong knowledge of federal and state tax laws, estate planning structures, and asset protection strategies.
• Proven track record of working with high-net-worth clients on complex planning matters.
• Excellent client relationship management and communication skills.
• Ability to handle sensitive and confidential information with discretion.

Education

• Juris Doctor (JD) degree from an accredited law school.

Certifications

• Active license to practice law in New York (or eligibility to obtain licensure promptly).
• Additional tax-related certifications, such as LL.M. in Taxation or CPA designation, are highly desirable.

Skills

• Advanced legal drafting and analysis skills.
• Strong tax planning and compliance expertise.
• Strategic thinking and problem-solving abilities.
• Excellent negotiation and advisory skills.
• High attention to detail and organizational capabilities.

Benefits

• Competitive salary and performance-based bonuses.
• Health, dental, and vision insurance.
• Retirement savings plan options.
• Paid time off and holidays.
• Continuing legal education and professional development opportunities.

Company info

BCG Attorney Search
125 Park Avenue, 25th floor
New York
New York
United States 10017
Phone : (212) 232-0277
Fax : (213) 895-7306