Trusts & Estates Partner

Why join us? Bonus 401K Competitive Base Salary Excellent Healthcare and generous PTO Flexible spending accounts Company paid short- and long-term disability

Qualifications: 5+ years of trusts and estate planning experience Gift and Estate Tax experience In-depth understanding and appreciation of estate planning and the trust and estate administration process from start to finish Highly organized, adaptable, focused, and able to handle multiple tasks and cases simultaneously Able to work independently, under pressure, with minimal supervision Estate & Trust Tax knowledge LLM and transferrable book are huge pluses!

Responsibilities: Consult with clients to understand needs Prepare a variety of estate planning documents Draft, read, proofread, and interpret trusts and other legal documents, including business formations and agreements Research legal and tax related issues associated with cutting edge estate planning strategies Collaborate with client advisors such as financial planners, accountants, and other attorneys Please reach out to learn more! Angela@jobot.com 781 412 3406 Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Seniority level Director Employment type Full-time Job function Finance and Sales Industries Legal Services, Law Practice, and Government Administration