Tax And Estate Planning Attorney Job in Garden City, NY Near Me - 248495 | BCGSearch.com

Tax And Estate Planning Attorney

Type Full-Time

Location New York - Garden City

Job ID NWDE248495

Experience Level Councel/Income Partner

Job Experience Min. 10 - Max. 18 Years

Ranking 3 : Mostly Business $$$

Practice Areas Trusts and EstatesEstate & Tax Planning

2022-09-23 03:51:32

Garden City office of a BCG Attorney Search Top Ranked Law Firm seeks tax and estate planning attorney with 10 years of experience in tax and estate planning. The candidate will create estate plans including estate tax planning for executives, wealthy clients. Will be draft all estate planning documents including Credit Shelter and Marital Trusts, ILITs, GRATs and QPRTs, and SLATs. Advise clients on Federal and New York estate and gift tax issues. Advice on the creation and operation of charitable foundations. Creat estate plans including charitable contributions for executives and wealthy clients. Advise shareholders of closely held corporations on estate and gift tax issues as well as executive compensation issues. Keep cases organized by establishing and organizing files; monitoring calendars; meeting deadlines; documenting actions; inputting information into file database and case management software; confirming case status with attorney. Help develop cases by maintaining client contact; scheduling execution of documents; preparing and forwarding drafts of advance directives; preparing and filing deeds; generating action plan reports. Answer incoming client calls and emails in a timely manner. Keep clients informed by maintaining contact, communicating case progress. Maintain case costs by verifying outstanding balances with attorneys, clients, and providers. Update job knowledge by participating in educational opportunities; reading professional publications. Accomplish organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments. Must be New York licensed attorney. Master of Law in Taxation a plus. Experience with Hot Docs and CRMs such as Time Matters is a plus. Strong Microsoft Suite Experience preferred.

The candidate should be client service-oriented with the ability to meet with clients and assess their needs. Must be organized, a team player who is considerate and able to work well with others. Self-motivated and proactive in organizing work, able to anticipate issues is required. Strong critical thinking and problem-solving skills are needed.

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.

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