Director of Estate Planning Position Available In Broward, Florida

Director of Estate Planning Neil Jesani Advisors, Inc. Sunrise, FL Job Details Full-time $175,000 – $250,000 a year 6 hours ago Benefits Relocation assistance Health insurance Dental insurance 401(k) Paid time off 401(k) 5% Match Vision insurance 401(k) matching Life insurance Qualifications CFP Law Doctoral degree CPA Doctor of Law Senior level Enrolled Agent Estate planning Communication skills Wills, trusts, & estate law 10 years Full Job Description Estate Planning Attorney Job Opportunity at Neil Jesani Advisors, Inc . Are you a seasoned estate planning lawyer passionate about delivering expert and innovative estate planning solutions to clients? Do you thrive in a collaborative, high-achieving environment where precision, strategy, and innovation are celebrated? If so, we invite you to join our team as a Director of Estate Planning & Asset Protection and play a pivotal role in shaping our clients’ legacy and future of generations to come while protectiong their assets now.

Who We Are:

Neil Jesani Advisors, Inc. is not an average tax firm—we’re a dynamic, full-service boutique Tax, Accounting, and Financial powerhouse based in Sunrise, FL. Our team of 40+ experts, including CPAs, Tax Attorneys, EAs, CFPs, and senior-level CFOs & Controllers, is united by a shared commitment to delivering unmatched value and transformative results for our clients. Our stunning 10,000+ square-foot office in Lakeshore Plaza, reflects our growth and bold vision for the future. You can learn more here – www.neiljesani.com Serving ultra high-income and ultra high net-worth clients nationwide, we pride ourselves on creating meaningful impacts on their taxes, finances, businesses, and legacies. Our mission is simple yet profound: to provide exceptional service while building lasting, trust-filled relationships that stand the test of time. If you’re ready to join and lead a company that’s not just growing but thriving, where your contributions will truly matter, learn more about us at https://neiljesani.com/careers/ Let’s create value and make a difference—together.

What Sets Us Apart:

Exclusive Clientele:

We work exclusively with individuals and businesses where we can deliver significant value and maximum impact. Minimum $2 Million income from W-2 or from any other sources is required to become our client.

Deep Expertise:

Our clients demand exceptional advice rooted in thorough research, not the generic approaches of average tax preparers.

WOW Service:

We prioritize quality over quantity, ensuring every client receives unparalleled attention and outcomes that exceed expectations.

Lasting Impact:

Beyond financial success, we help clients achieve their ideal lifestyle and craft legacies for their families and communities. Your Role as Estate Tax Planning Attorney As Director of Estate Planning & Asset Protection, you will be a key member of our Estate Planning and Tax team. Working closely with the CEO and senior leadership, you will help our ultra high-income and ultra high net-worth clients with their tax reduction and other estate/asset matters.

Responsibilities:

Provide expert estate tax planning services for individuals and businesses. Address legal issues related to income tax, corporate tax, and estate planning. Stay current with federal, state, and local tax laws and regulatory changes. Conduct thorough research on tax codes, court cases, and IRS rulings. Develop and implement effective tax strategies to minimize liabilities. Collaborate with other estate & tax professionals in the office with strategies and document creation.

Qualifications:

Expertise in Estate Tax Planning and Tax Law with a proven track record of success. Demonstrated ability to remain updated with tax laws, regulations, and best practices. Exceptional attention to detail and commitment to accuracy. Excellent communication and interpersonal skills to build strong client relationships. Juris Doctor (JD) degree required. Additional credentials such as

CPA , EA , LLM

, or CFP are highly desirable. A valid Tax Attorney License (any state) with 10 years of experience.

What We Offer:

At Neil Jesani Advisors, Inc., we are committed to hiring exceptionally talented individuals because our clients—and your future teammates—deserve nothing less than the best. Exceptional talent deserves exceptional rewards, which is why we provide superior compensation, a supportive work environment, and robust growth opportunities. If you bring extraordinary skills to the table, you can expect to earn significantly more than your current earnings while enjoying immense job satisfaction. Our comprehensive benefits include a 5% 401(k) match, full healthcare coverage, 20 days of PTO (on top-of 6 major public holidays) and more. We foster a high-performance yet relaxed workplace where intellectual curiosity and high-value contributions are celebrated. While we prioritize hard work and delivering value, we also value personal comfort and work-life balance. Apply Today and join a team dedicated to redefining excellence in tax and financial success. Make your next career move one that counts – for you, your team, and the exceptional clients we serve.

Job Type:

Full-time Pay:

$175,000.00 – $250,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance

Schedule:

Monday to Friday Ability to

Commute:

Sunrise, FL 33323 (Required) Ability to

Relocate:

Sunrise, FL 33323: Relocate with an employer provided relocation package (Required)

Work Location:

Hybrid remote in Sunrise, FL 33323