Job Description

Salary: $110k -150k
Job Title: Estate and Tax Planning Attorney
Job #:  4900
Location: Albany, NY
Category: Legal
Position Type: Full-time, Permanent

Description:
Our client is currently seeking an Estate and Tax Planning Attorney to join their team. This is a full-time, permanent position with excellent benefits.

Responsibilities Include:

• Prepare drafting instructions for estate plan documents.
• Assist clients in minimizing taxes on their estates.
• Design, review, and edit estate plan documents.
• Follow up with clients to review and explain the estate plan.
• Keep up to date on the latest estate laws and regulations.

Qualifications:

• A Juris Doctorate and the ability to practice law in NYS is required.
• 3+ years of experience in high-net-worth estate and tax planning.
• Experience planning and drafting Intentionally Defective Trusts, Revocable and Irrevocable Trusts, Charitable Lead and Charitable Remainder Trusts, and Grantor Retained Trusts preferred.
• Must be able to work in a fast-paced work environment.
• Excellent negotiation and communication skills.

Hours & Benefits:

• M -F 9-5 pm
• In-Person
• PTO
• Health, Dental, & Vision
• 401K

For more details on this role please contact [email protected] call 518-275-4816. Please reference the specific job number you are inquiring about.

The specific salary/pay rate offered to a candidate may be influenced by a variety of factors including but not limited to the candidate’s experience, education, and work location.

This is an immediate opportunity. The interview process will be comprised of a combination of virtual and in-person. If you are qualified for this position, please apply using our secure online form.

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