Business Attorney

Overview

An organization is seeking a Business Attorney to build out its business planning practice. This role supports entrepreneurs and business-owning clients with business structuring, protection, and transition in coordination with their broader estate plan.

Candidates at associate through senior level are welcome, with the top of the range reserved for attorneys with deep experience in business succession, formation, asset protection, and entity structuring, plus a proven ability to build and maintain relationships with RIA firms and financial advisors.

This position involves practicing business law using a flat-fee billing model.

Responsibilities

• Conduct virtual client meetings to gather information, clarify goals, and present tailored business planning strategies
• Draft and review business formation documents, including LLC and corporate formations, operating agreements, bylaws, and related instruments
• Advise on business succession and exit planning, including buy-sell agreements and ownership transition strategies
• Coordinate business planning with clients’ estate plans, including entity structuring, asset protection, and intergenerational transfer of business interests
• Lead client and advisor meetings with professionalism, clarity, and confidence
• Collaborate with financial advisors, internal team members, and an of-counsel attorney network across all 50 states
• Stay current on business, tax, and succession planning laws at the federal and state level
• Advise clients on entity selection, ownership structuring, and business asset titling
• Build and maintain strong relationships with financial advisors and their leadership teams
• Respond to client and advisor inquiries promptly and professionally

Requirements

• Juris Doctor degree from an accredited law school
• Licensed to practice law and in good standing with at least one state bar
• 3+ years of experience in business law, entity formation, and/or succession planning
• Strong knowledge of business entity structuring and succession planning (experience integrating business and estate planning is a plus)
• Excellent client-facing skills, including the ability to explain complex business and legal concepts clearly
• Strong organizational, time-management, analytical, drafting, and writing skills
• Comfort working in a technology-enabled legal practice
• Genuine commitment to exceptional client service

Preferred Qualifications

• More experienced candidates encouraged to apply (compensation scales with experience)
• Proven ability to build and maintain relationships with RIA firms and financial advisors

Compensation & Benefits

• No billable hour requirement
• Competitive salary and benefits
• 401(k) with employer match
• Comprehensive health insurance
• Paid time off
• Flexible work arrangements

Location

Across all 50 states (virtual/work arrangement supporting a national client base)