Estate Planning and Tax Attorney Job in Dallas, TX Near Me - 330408 | BCGSearch.com

Estate Planning and Tax Attorney

Type Full-Time

Location Texas - Dallas

Job ID 6M75330408

Experience Level Junior Associate

Job Experience Min. 1 - Max. 3 Years

Ranking 3 : Mostly Business $$$

Estimated Salary Lower than Highest Salary Band in Market (Varies by Firm)

Practice Areas Trusts and EstatesEstate & Tax PlanningTrusts and Estates - General

2024-04-09 00:59:35

A law firm in Dallas, TX, is seeking an Estate Planning and Tax Attorney with 2-4 years of experience and approximately 4,000 hours in drafting estate plans, trust documents, conveyance instruments, and related documents. The ideal candidate should possess knowledge of tax laws, rules, and regulations, particularly in federal income tax filings and reporting, as well as estate tax laws. Experience advising high net-worth families and entrepreneurs in estate planning, tax planning, and asset control is preferred.

Duties:

  • Draft estate plans, trust documents, conveyance instruments, and related documents
  • Research and apply fiduciary responsibilities to estate plans
  • Evaluate asset values against IRS regulations governing estate tax
  • Provide substantive advice on complex, non-exempt estate plans
  • Review federal income tax returns and research guidance on specific issues
  • Assist in the Firm’s corporate transaction department, including M&A and capital markets
  • Advise high net-worth families and entrepreneurs in all aspects of estate planning and tax planning
  • Conduct professional and ethical interactions with high net-worth individuals with exempt estates

Requirements:

  • 2-4 years of experience in estate planning and tax law
  • Knowledge of federal income tax filings, reporting, and estate tax laws
  • Experience drafting complex estate plans and trust documents
  • Ability to advise on tax planning, asset control, and family dynamic issues
  • Familiarity with reviewing complex federal income tax returns
  • Technical proficiency with the Microsoft Office Suite
  • Juris Doctor (J.D.) from an ABA-accredited law school
  • Active membership in good standing with the Texas Bar

Education:

  • Juris Doctor (J.D.) from an ABA-accredited law school

Certifications:

  • Active membership in good standing with the Texas Bar

Skills:

  • Strong legal analysis and research skills
  • Excellent written and verbal communication abilities
  • Ability to work with high net-worth individuals and entrepreneurs
  • Attention to detail and accuracy
  • Proficiency in the Microsoft Office Suite

Benefits Offered:

  • Comprehensive benefits including medical, dental, and vision insurance
  • Paid life insurance
  • 401(k) retirement plan

Your information will not be forwarded to any employers at this time. A recruiter will contact you with more information once our internal review of your resume is completed.

Similar Jobs Near Me

View All Listings

Probate Attorney

 Texas - Dallas

A law firm in Dallas, TX is seeking a Probate Attorney to join their team. The ideal candidate should have a license issued from the State Bar of Texas. Duties:Handle probate cases, including estate administration, probate litigation, and guardianship matters.Assist clients with drafting wills, trusts, powers of attorney, and other estate plan....

View Job Post

Estate and Tax Planning Attorney

 Texas - Dallas

A law firm in Dallas, TX, is seeking an Estate and Tax Planning Attorney with 5-7 years of experience in estate planning, probate and trust administration, and asset protection planning. The ideal candidate will have a strong tax background and specific experience in drafting estate plans, preparing IRS form 706s, forming family limited partnership....

View Job Post