Overview
An established tax and legal services firm is seeking an experienced Estate Planning Attorney to develop and lead a team focused on delivering comprehensive estate planning services. This role involves expanding an existing book of business through client referrals and local connections, while providing expert counsel on a wide range of estate planning matters including preparation, administration, and litigation if necessary.
Responsibilities
- Build and lead a high-performing estate planning team.
- Provide professional legal counsel on complex estate planning and tax law matters.
- Design and draft comprehensive estate and gift tax planning structures, including corporate transactions, partnership freezes, Family Limited Partnerships, ILITs, SLATS, charitable lead annuity trusts, intentionally defective irrevocable trusts, and tax-free reorganizations.
- Prepare and file Federal Form 706 for Estate and Generation-Skipping Taxes, coordinating with clients and service providers such as CPAs, financial advisors, and insurance providers.
- Prepare and file Form 709 for United States Gift Taxes, ensuring proper tax treatment regarding cost basis, lifetime gifting exemptions, and split-gifts.
- Develop and implement efficient processes and systemization for drafting wills and trusts to train team members.
- Maintain accurate electronic time tracking.
- Engage and communicate effectively with clients both in-person and virtually.
- Conduct legal research and produce high-quality written work with strong analytical skills.
- Present confidently and maintain respectful, professional client relationships.
Requirements
- Active license and good standing with The Florida Bar.
- Minimum of 5 years of experience in Estate Planning and Tax Law.
- Proven ability to design complex estate planning packages tailored to client needs.
- Extensive experience with federal estate and gift tax filings.
- Strong leadership skills with a mindset for building and managing a team.
- Exceptional communication, presentation, and client engagement skills.
- Ability to work independently and take ownership within the business.
- Must reside in the U.S. and have appropriate work authorization.
Preferred Qualifications
- Experience coordinating with multidisciplinary teams including CPAs, financial advisors, and insurance providers.
- Demonstrated success in growing a book of business through client referrals and local networks.
Compensation & Benefits
- Competitive salary and benefits package.
- Flexible work location options, including remote work.
- Supportive environment that values work-life balance and professional growth.
Location
- Position based in Florida, with the option to work remotely from anywhere in the U.S.
- Relocation to Florida is welcomed but not required.
Candidates interested in this opportunity are encouraged to apply and will undergo a multi-step interview process including initial screening, task-based simulations, and final interviews with senior leadership. All applicants will receive feedback regarding their application status.