Estate and Tax Planning Attorney

Job Overview

A law firm seeks a highly experienced Estate and Tax Planning Attorney in Dallas, Texas. This senior-level role involves working with sophisticated clientele, including families, business owners, and fiduciaries, requiring expertise in federal and state tax laws affecting trusts, estates, and charitable entities. The position offers leadership opportunities within a growing private client services practice.

Duties

• Advise high-net-worth individuals, families, and closely held businesses on estate, gift, and generation-skipping transfer tax planning.
• Draft complex estate planning documents, including wills, trusts, powers of attorney, and family limited partnerships.
• Provide tax-efficient strategies for wealth transfer, charitable giving, and business succession planning.
• Collaborate with financial advisors, accountants, and fiduciaries on client matters.
• Assist with probate and trust administration, including tax return review and dispute resolution.
• Stay current on developments in tax law and estate planning legislation affecting clients.

Requirements

• 16 years of legal experience focused on estate planning, wealth transfer, and tax law.
• Demonstrated experience working with high-net-worth individuals and complex estate structures.
• Licensed and in good standing to practice law in Texas.
• Strong knowledge of federal and state tax codes related to estates, gifts, and trusts.

Education

• Juris Doctor (JD) from an accredited law school.

Certifications

• Active member of the Texas State Bar.
• LL.M. in Taxation or Estate Planning (preferred but not required).
• Board Certification in Estate Planning and Probate Law (preferred, if applicable).

Skills

• Deep understanding of estate and gift tax law, trust structures, and charitable planning.
• Strong drafting and legal research capabilities.
• Excellent interpersonal and client communication skills.
• Strategic thinker with attention to detail and a proactive approach.
• Ability to handle sensitive and confidential matters with discretion.

Benefits

• Comprehensive health, dental, and vision insurance.
• 401(k) plan with firm contributions.
• Generous paid time off and holiday schedule.
• Continuing legal education (CLE) support and professional development resources.