Estate Planning and Tax Attorney Position Available In Brevard, Florida
Tallo's Job Summary: We are seeking a Wealth Planning Attorney to advise clients on managing and preserving their assets, focusing on estate planning, business succession planning, tax optimization, and ensuring smooth transitions of wealth to beneficiaries, often involving wills, trusts, and other legal instruments. Are you an Estate Planning Attorney with extensive experience in sophisticated trusts? Do you thrive in a fast-paced, purpose-driven environment? If so, we want you on our team! The job offers a competitive salary range of $82.7K - $122K a year with benefits such as health insurance, dental insurance, 401(k), paid time off, vision insurance, and life insurance. Qualifications include a Juris Doctorate in Law, LL.M. in Taxation (preferred), Florida Bar licensure in Good Standing, exceptional academic credentials, superior document drafting skills, minimum of three years of professional experience in private wealth services or related, robust research and analytical skills, ability to articulate complex legal concepts with clarity, meticulous attention to detail, exceptional organizational skills, and familiarity with WealthCounsel software is a plus!
Job Description
Estate Planning and Tax Attorney Volk Law Offices, P.A. – 5.0
Melbourne, FL Job Details Full-time Estimated:
$82.7K – $122K a year 3 days ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance Life insurance Qualifications Succession planning Law Doctoral degree Research Mid-level 3 years Doctor of Law Analysis skills Legal drafting Bar Estate planning Master of Laws Wills, trusts, & estate law Full Job Description We are seeking a Wealth Planning Attorney to advise clients on managing and preserving their assets, focusing on estate planning, business succession planning, tax optimization, and ensuring smooth transitions of wealth to beneficiaries, often involving wills, trusts, and other legal instruments. Are you an Estate Planning Attorney with extensive experience in sophisticated trusts? Do you thrive in a fast-paced, purpose-driven environment? If so, we want you on our team!
Responsibilities:
Advising clientele on business succession planning and wealth transfer. Preparing a comprehensive array of legal documents, encompassing wills, trusts, and business agreements. Collaborating with legal professionals and other relevant experts to deliver comprehensive legal services. Draft intricate estate and gift tax planning structures, including various corporate transactions and trusts such as ILITs, SLATS, and charitable lead annuity trusts. Assist with probate processes, including filing petitions, representing clients in court, and managing estate administration. Communicate effectively with clients, providing clear explanations of legal processes and options. Offer legal guidance in estate planning, business formation, and special needs planning. Draft legal documents related to trusts, wills, powers of attorney, and business formation.
Required Skills and Qualifications:
Juris Doctorate in Law (required) LL.M. in Taxation (preferred) Florida Bar licensure in Good Standing Exceptional academic credentials and background. Superior document drafting skills are essential. Minimum of three years of professional experience in private wealth services or related Robust research, and analytical skills. Ability to articulate complex legal concepts with clarity. Meticulous attention to detail. Exceptional organizational skills. Familiar with WealthCounsel software is a plus!
Job Type:
Full-time Benefits:
401(k) Dental insurance Health insurance Life insurance Paid time off Vision insurance
Schedule:
Monday to
Friday Experience:
Estate Planning:
3 years (Required)
License/Certification:
Florida Bar license (Required) Ability to
Commute:
Melbourne, FL 32901 (Required) Ability to
Relocate:
Melbourne, FL 32901: Relocate before starting work (Preferred)
Work Location:
In person
