Estate Planning Attorney Job in Salt Lake City, UT Near Me - 226565 | BCGSearch.com

Estate Planning Attorney

Type Full-Time

Location Utah - Salt Lake City

Job ID E2EX226565

Experience Level Midlevel Associate

Job Experience Min. 3 - Max. 5 Years

Ranking 3 : Mostly Business $$$

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

Practice Areas Trusts and EstatesLitigation - Trusts & Estates - DefenseLitigation - Trusts & Estates - PlaintiffsTrusts and Estates - General

2021-10-04 06:49:10

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 and ensure satisfaction. 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 LL.M. degree a plus. Accounting background preferred: CPA, MST, MAcc or MA. Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, and Asana needed.

The candidate should have a JD degree. Must have project management skills, scheduling, budgeting, client correspondence and billing, excellent technology, research and writing skills. Should have excellent verbal and written communications skills and the ability to articulate complex information. Ability to handle multiple engagements and client service teams needed.

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.

This particular job is currently not active. However, since our clients regularly share with us similar and other job openings, we strongly recommend that you submit your resume. We shall review your resume and get in touch with you as soon as a suitable vacancy comes up to further discuss your interest in exploring the opportunity. Assisting you is our highest priority.

Please be assured that none of your materials will be forwarded to any employer without your consent. Of course, all inquiries are kept strictly confidential.

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

Estate Planning Attorney

 Utah - Salt Lake City

Salt Lake City office of our client seeks attorney with experience. The candidate should be interested in advancing their careers in tax, business planning, and estate planning.

View Job Post