Responsibilities
- Provide legal advice and guidance on a wide range of tax and trust planning matters.
- Collaborate with senior associates and partners to manage client relationships and deliver exceptional client service.
- Conduct legal research and analysis to support the preparation of legal documents, including wills, trusts, and estate planning documents.
- Participate in meetings with clients to review and discuss legal matters related to tax, trusts, and estates.
- Manage and maintain accurate case files and legal documentation.
- Participate in the development and delivery of training programs related to tax, trust, and estate matters.
- Keep abreast of legal developments and changes in tax and estate laws and regulations.
Requirements
- Juris Doctorate degree from an accredited law school.
- Active license to practice law in the state
- At least 3+ years of experience in tax and trust planning, wealth management, and estate planning.
- Strong analytical and critical thinking skills.
- Excellent written and verbal communication skills.
- Ability to manage multiple projects and deadlines.
- Strong attention to detail and organizational skills.
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