Estate Planning & Tax Attorney
Orion Placement · Lakewood, New Jersey, United States
FULL TIME
Job Description
Pay: $100,000.00 - $150,000.00 per year
If you want to know about the requirements for this role, read on for all the relevant information.
Why This Is a Great OpportunityJoin a respected estate planning practice focused on helping clients protect wealth, plan for the future, and navigate complex life transitions.Work on sophisticated estate planning and estate tax matters while building meaningful client relationships.Enjoy a hybrid schedule with flexibility across convenient New York and New Jersey locations.Take on substantive legal work with opportunities for continued professional growth and increased responsibility.Work alongside attorneys who value thoughtful, personalized legal strategies and high-quality client service.
Location:Hybrid position based in Brooklyn, NY or Lakewood, NJ.
Note:Must have an active bar license in at least one U.S. state and 1+ year of directly relevant experience in estate planning and estate tax planning.
About UsWe are a client-focused law firm dedicated to helping individuals and families protect their assets, plan for the future, and navigate important life transitions. Our practice focuses on estate planning, advanced tax planning, elder law, Medicaid planning, probate, estate administration, and related matters. We take a personalized approach to every client and develop strategic plans tailored to their unique goals and circumstances. Confidential Employer.
Job DescriptionAdvise individuals and families on estate planning strategies designed to preserve and transfer wealth.Develop and implement estate plans, including wills, trusts, powers of attorney, and related planning documents.Assist clients with estate tax planning and strategies designed to minimize tax exposure.Analyze client financial and family circumstances and recommend appropriate planning strategies.Communicate directly with clients to understand objectives, explain legal options, and provide practical guidance.Collaborate with attorneys and other professionals on sophisticated estate planning and tax matters.Stay current on applicable federal and state estate, gift, and tax laws.Support related probate, trust administration, and post-mortem matters as needed.
QualificationsActive bar license in any U.S. state.1+ year of estate planning experience.1+ year of estate tax planning experience.Strong legal research, writing, analytical, and client communication skills.Ability to manage multiple matters while maintaining strong attention to detail.Strong judgment and a client-first approach.
Why You Will Love Working HereYou will have the opportunity to do meaningful work that directly impacts clients and their families while developing deeper expertise in estate planning and tax strategy. Our team values collaboration, professionalism, thoughtful legal work, and personalized client service. xzbcwsv With a hybrid work environment and opportunities to take on increasingly sophisticated matters, this is a strong opportunity to grow your practice while making a lasting difference for clients.
JPC-1977Benefits:
Dental insuranceHealth insurancePaid time offRetirement planVision insurance
If you want to know about the requirements for this role, read on for all the relevant information.
Why This Is a Great OpportunityJoin a respected estate planning practice focused on helping clients protect wealth, plan for the future, and navigate complex life transitions.Work on sophisticated estate planning and estate tax matters while building meaningful client relationships.Enjoy a hybrid schedule with flexibility across convenient New York and New Jersey locations.Take on substantive legal work with opportunities for continued professional growth and increased responsibility.Work alongside attorneys who value thoughtful, personalized legal strategies and high-quality client service.
Location:Hybrid position based in Brooklyn, NY or Lakewood, NJ.
Note:Must have an active bar license in at least one U.S. state and 1+ year of directly relevant experience in estate planning and estate tax planning.
About UsWe are a client-focused law firm dedicated to helping individuals and families protect their assets, plan for the future, and navigate important life transitions. Our practice focuses on estate planning, advanced tax planning, elder law, Medicaid planning, probate, estate administration, and related matters. We take a personalized approach to every client and develop strategic plans tailored to their unique goals and circumstances. Confidential Employer.
Job DescriptionAdvise individuals and families on estate planning strategies designed to preserve and transfer wealth.Develop and implement estate plans, including wills, trusts, powers of attorney, and related planning documents.Assist clients with estate tax planning and strategies designed to minimize tax exposure.Analyze client financial and family circumstances and recommend appropriate planning strategies.Communicate directly with clients to understand objectives, explain legal options, and provide practical guidance.Collaborate with attorneys and other professionals on sophisticated estate planning and tax matters.Stay current on applicable federal and state estate, gift, and tax laws.Support related probate, trust administration, and post-mortem matters as needed.
QualificationsActive bar license in any U.S. state.1+ year of estate planning experience.1+ year of estate tax planning experience.Strong legal research, writing, analytical, and client communication skills.Ability to manage multiple matters while maintaining strong attention to detail.Strong judgment and a client-first approach.
Why You Will Love Working HereYou will have the opportunity to do meaningful work that directly impacts clients and their families while developing deeper expertise in estate planning and tax strategy. Our team values collaboration, professionalism, thoughtful legal work, and personalized client service. xzbcwsv With a hybrid work environment and opportunities to take on increasingly sophisticated matters, this is a strong opportunity to grow your practice while making a lasting difference for clients.
JPC-1977Benefits:
Dental insuranceHealth insurancePaid time offRetirement planVision insurance
Details
| Company | Orion Placement |
| Location | Lakewood, New Jersey, United States |
| Type | FULL TIME |
| Niche | general |