Wealth Planning Attorney


Job description:

THIS ROLE ENTAILS:

  • Rendering sophisticated estate planning advisory services to high-net-worth individuals and families.
  • Formulating and executing intricate tax strategies to minimize tax liabilities.
  • Advising clientele on business succession planning and wealth transfer.
  • Preparing a comprehensive array of legal documents, encompassing wills, trusts, and business agreements.
  • Collaborating with legal professionals and other relevant experts to deliver comprehensive legal services.

Qualifications:

  • LL.M. in Taxation and a Juris Doctorate in Law is requisite
  • Florida Bar licensure in Good Standing
  • Exceptional academic credentials and background.
  • Superior document drafting skills are essential.
  • Minimum of four years of professional experience in private wealth services or related
  • Robust research, and analytical skills.
  • Ability to articulate complex legal concepts with clarity.
  • Meticulous attention to detail.
  • Exceptional organizational skills.

Why is This a Great Opportunity:

ADDITIONAL BENEFITS:

  • Comprehensive medical, dental, and vision plans (with domestic partner coverage);
  • Life and AD&D insurance; short and long term disability insurance;
  • Tax-advantaged accounts for health care expenses (FSA or HSA);
  • Dependent care FSA; supplemental AFLAC policies; excess liability coverage;
  • Health advocacy service, behavioral health and counseling resources; 401(k);
  • Pre-tax transit and parking; backup care for children and adults; senior care planning support;
  • Resources for individuals with developmental disabilities and their caregivers;
  • Standard PTO, Paid holidays, Bereavement, Jury Duty and Paid parental leave.

The firms wealth planning practice group in South Florida cultivates a collegial professional environment and provide attorneys with substantial opportunities for professional development and career advancement.

Salary Type : Annual Salary

Salary Min : $ 150000

Salary Max : $ 250000

Currency Type : USD