Estate Planning Attorney Job in Salt Lake City, UT - 206279 | BCGSearch.com

Estate Planning Attorney

Type Full-Time

Location Utah - Salt Lake City

Job ID B53Q206279

Skills Trusts and Estates

2021-05-04 09:53:17

Salt Lake City office of a BCG Attorney Search Top Ranked Law Firm seeks estate planning attorney with 3-5 years of experience in providing legal planning services. The candidate will provide tax, business and estate planning services to closely held business owners. Will maintain active communication with clients to manage expectations, ensure satisfaction, make sure deadlines are met. Supervise, and mentor paralegals, associates, and others on assigned projects, and assess the performance of team. Plan, execute, direct, and complete comprehensive planning projects for closely held business owners including entity and trust formation and filings; asset transfers and asset titling; contracts; leases, loans, buy-sell and other agreements. Provide innovative legal planning, research, consulting, and compliance expertise. Conduct primary review of client documents, including income tax returns, entities, trusts, insurance policies, contracts. Make recommendations regarding client risks and tax saving opportunities for the client. An Advanced Degree required. LL.M. degree a plus. Accounting background preferred: CPA, MST, MAcc or MA. Knowledge of managing projects including scheduling, budgeting, client correspondence and billing essential. Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, and Asana needed.

The candidate should have excellent technology, research and writing skills. Excellent verbal and written communications skills and the ability to articulate complex information essential. Must have ability to handle multiple engagements and client service teams.

Headquartered in Salt Lake City, Utah, the law firm provides its clients with a wealth protection and risk management system. The system includes tax, estate, employment, insurance, and business planning. The firm evaluates these aspects and provides a comprehensive plan to meet the specific needs and objectives of its customers.

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