Estate Planning Attorney

Overview

A top 20 CPA and advisory firm with over 40 U.S. office locations and international presence is seeking an experienced Estate Planning Attorney to join their Legal team. The firm serves a diverse client base with expertise in fast-growing industries and offers significant growth opportunities.

Responsibilities

• Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorney, and tax strategies.
• Draft, review, and revise estate planning documents tailored to individual client needs.
• Conduct client consultations to assess goals, assets, and family dynamics, providing clear guidance and recommendations.
• Manage complex estates involving business interests, charitable giving, and multi-generational planning.
• Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans.
• Stay current with federal and state laws impacting estate planning, probate, and tax matters.
• Represent clients in probate court and in the administration of trusts and estates as needed.
• Foster trust and rapport with clients through clear communication, confidentiality, and responsive service.

Requirements

• Juris Doctor (JD) degree from an accredited law school.
• Active license to practice law in the relevant state and/or willingness to waive into jurisdictions to meet client needs.
• Minimum of five years of dedicated experience in estate planning with direct client interaction.
• Demonstrated expertise in drafting and implementing estate planning documents.
• Strong understanding of estate, gift, and generation-skipping transfer tax laws.
• Excellent communication, negotiation, and problem-solving skills.
• Ability to handle sensitive matters with discretion and empathy.
• Proficiency with legal research and practice management software.

Preferred Qualifications

• Experience working with high-net-worth clients and complex estate structures.
• Background in probate litigation or trust administration.
• Ability to deliver presentations and educational seminars to clients and community groups.
• Experience collaborating with accountants and financial planners to provide coordinated client solutions.

Compensation & Benefits

• Salary range: $150,000 - $175,000 per year. Actual salary may vary within or outside this range depending on circumstances.
• Medical, dental, and vision insurance effective from the first day of employment.
• Flexible Spending Account and Dependent Care Account options.
• 401(k) plan with profit sharing.
• Nine or more holidays plus discretionary time off.
• Parental leave for both primary and secondary caregivers.
• Tuition assistance program and CPA support program with cash incentives upon completion.
• Discretionary incentive compensation based on firm, group, and individual performance.
• Incentive compensation related to origination of new client sales.
• Wellness program.
• Flexible working environment including remote and hybrid options.

Location

Multiple U.S. office locations with options for remote and hybrid work arrangements.

Additional Information

• The application window is anticipated to close on April 6, 2026, and may be extended as needed.
• The employer is an Equal Opportunity Employer encouraging diversity in the workplace and considers all qualified applicants without regard to protected categories under applicable law.
• The organization may use artificial intelligence tools to assist in the hiring process; however, final hiring decisions are made by humans.