What are the responsibilities and job description for the Sr. Estate Planning Attorney position at Deka Law Group?
Join to apply for the Sr. Estate Planning Attorney role at Deka Law Group, Inc.This range is provided by Deka Law Group, Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay range $200,000.00 / yr - $300,000.00 / yrAt Deka Law Group, we believe that people are at the heart of every estate plan. That’s why we want to understand every client’s unique story. We view the estate planning process as the first step in a lasting relationship. Our commitment to creating plans that evolve with our clients’ changing needs is reflected in the way we work. We promote a culture that fosters collaboration, flexibility, growth and social responsibility. We embrace change and strive for balance in our professional and personal lives. By creating a fun and supportive environment where team members are at their best, they can do their best. We know our team is the foundation of our success, so we invest in our people.What You Will Do : We are looking for a Senior Estate Planning Attorney to join our team. The Attorney will be responsible for the design and implementation of gift, estate, property, income and generation-skipping transfer tax analysis of estate and business plans with tax sensitive considerations. This role will carefully handle complex tax situations including those related to charitable lead and remainder trusts, irrevocable insurance trusts, private foundations, partnership and corporation redemptions, dissolutions, mergers and transfers, buy-sell agreements, sales to defective trusts, real estate transfers, and grantor retained annuity trusts.Responsibilities : Leverage experience with sophisticated wealth transfer strategies including buy-sell agreements, charitable foundations and trusts, irrevocable trusts, defective grantor trusts and grantor retained annuity trusts.Prepare estate planning documents like wills, trusts, durable powers of attorney and advance health care directives.Conduct tax analysis of estate and business plans with sensitive tax considerations.Design and implement gift, estate, property, income and generation-skipping transfer tax plans.Prepare federal gift and estate tax returns and complete audits of the returns.Who You Are : The Senior Estate Planning Attorney will leverage their expertise in estate planning and tax to become a trusted advisor for their clients. Keeping a focus on client experience and maintaining strong relationships is a top priority. You lead with empathy and have a sense of humor while always practicing sound legal and business judgement. Others describe you as personable and self motivated. You are team oriented and pride yourself on being professional, accountable and reliable.Qualifications : J.D. degree from an ABA accredited law school.Master of Laws in Taxation preferred.Licensed (or willing to be licensed) to practice law in CA.Minimum 10 years' experience in estate and tax planning.Provide a high level of service and expertise to all clients.Strong research, verbal and written communication skills.Exceptional leadership, organizational, time management and multitasking skills.Demonstrate highly proficient computer skills.Experience with accuracy and organization of databases, files and workflows.Possess excellent practice management, leadership, interpersonal relationship building, entrepreneurial and strong business development skills.Salary : $200,000 - $300,000, based on experience, and discretionary bonus based on company performance. Benefits include medical, dental, vision coverage, 401(k) plan, vacation time, life insurance, disability, voluntary benefits.
- Please no recruiting agencies.Seniority level Mid-Senior levelEmployment type Full-timeJob function LegalIndustries Professional Services#J-18808-Ljbffr
Salary : $200,000 - $300,000