Tax Trusts & Estate Attorney

OneSource Technical, Inc
Boca Raton, FL
Full-time

About the Opportunity :

Our firm is seeking a highly motivated and experienced attorney to join our thriving Trust & Estate Planning practice group.

This is a unique opportunity for an individual with a strong background in tax law and advanced knowledge of estate planning and trusts to provide comprehensive legal counsel to our high-net-worth clients.

Responsibilities :

  • Develop and implement sophisticated estate plans for individuals and families, considering complex tax implications.
  • Draft and review wills, trusts, powers of attorney, and other estate planning documents.
  • Advise clients on asset protection strategies to minimize estate taxes and maximize asset transfers.
  • Assist with estate and trust administration, including probate and non-probate proceedings.
  • Provide legal guidance on tax planning and compliance issues related to estate planning matters.
  • Collaborate with financial advisors, accountants, and other professionals to ensure comprehensive client service.
  • Stay current on changes and developments in tax law and estate planning regulations.
  • Maintain a strong understanding of Florida trust and estate laws and their application to client situations.
  • Develop and maintain strong client relationships built on trust and communication.

Qualifications :

  • Juris Doctor (J.D.) degree from an accredited law school.
  • Master of Laws (LL.M.) in Taxation or Estate Planning preferred.
  • Minimum of 7+ years of experience in trust and estate law, with a strong focus on tax implications.
  • Proven experience in drafting sophisticated estate planning documents, including wills, trusts, and powers of attorney.
  • Demonstrated success in representing clients in estate and trust administration matters.
  • Excellent analytical and problem-solving skills.
  • Strong communication and interpersonal skills, with the ability to build rapport with clients.
  • Ability to work independently and as part of a team.
  • Admission to the Florida Bar mandatory.

Compensation & Benefits :

We offer a competitive salary and benefits package commensurate with experience and qualifications.

30+ days ago
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