What are the responsibilities and job description for the Managing Attorney – Estate Planning & Tax position at Goodwin Recruiting?
An established boutique law firm is seeking an experienced Managing Attorney to join its team and play a key role in the future of the practice. This position offers the opportunity to take on increasing leadership, client, and operational responsibility as part of a long-term succession plan.
Responsibilities:
- Manage sophisticated estate planning, tax, business, asset protection, and succession planning matters.
- Advise high-net-worth individuals, families, business owners, and closely held companies.
- Draft and review trusts, estate planning documents, business agreements, entity structures, and related legal documents.
- Serve as a trusted advisor to clients and collaborate with CPAs, financial advisors, and other professionals.
- Provide leadership and mentorship to attorneys, paralegals, and support staff.
- Oversee workflow, client service, and quality of legal work.
- Work closely with firm ownership to learn the firm's operations, client relationships, and business processes.
- Gradually assume greater responsibility for firm leadership, strategy, and day-to-day management.
- Support business development and growth initiatives.
- Help execute a thoughtful long-term succession plan for the practice.
Qualifications:
- J.D. from an accredited law school.
- Active license to practice law.
- Strong experience in estate planning, tax law, business planning, asset protection, trusts and estates, or business succession.
- Experience working with high-net-worth clients, business owners, or closely held businesses preferred.
- Strong client relationship and communication skills.
- Leadership or management experience preferred.
- Entrepreneurial mindset with strong business judgment.
- Ability to mentor and develop team members.
- Interest in taking on increasing leadership responsibility within an established practice.
Benefits:
- Competitive compensation based on experience.
- Performance-based bonus opportunity.
- Medical, dental, and retirement benefits.
- Generous Paid Time Off.
- Strong work/life balance.
- Opportunity for long-term leadership and career growth.
- Unique opportunity to play a meaningful role in the future succession and direction of an established practice.
Casey Conger
Salary : $225,000