Estate and Tax Planning Attorney

Profile

Job Overview

A law firm seeks an Estate and Tax Planning Attorney in New York City, NY. The ideal candidate will have five to seven years of experience in high net worth estate and tax planning, with a preference for experience in drafting various trusts.

Duties

• Plan and draft Intentionally Defective Trusts, Spousal Limited Access Trusts, and other trust types.
• Collaborate with team members and work independently on client matters.
• Maintain organization and attention to detail in a fast-paced environment.

Requirements

• Juris Doctor degree.
• Licensed to practice in New York.
• Experience in estate and tax planning for high net worth clients.

Education

• Juris Doctor

Certifications

• Licensed to practice law in New York

Skills

• Superior communication and critical thinking skills.
• Proficient in legal case management software, preferably Clio and/or NetDocuments.
• Proficient in Microsoft Office Suite.
• Proficiency with Wealth Docs preferred.

Benefits

• Relocation assistance can be provided.

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