Senior Estate Planning Attorney

Senior Estate Planning Attorney Job Opportunity at Neil Jesani Advisors

Are you a seasoned estate planning attorney with more than 15 years of hands-on Advanced Estate Planning & Asset Protection experience? Are you extremely passionate about delivering expert and innovative asset protection and estate planning solutions to UHNWI? Do you thrive in a collaborative, high-achieving environment where precision, strategy, and innovation are celebrated? If so, we invite you to join our team as Director of Estate Planning & Asset Protection and play a pivotal role in shaping our clients' legacy and future of generations to come while protectiong their assets now.

Who We Are:

Neil Jesani Tax Advisors is not an average tax firm—we’re a dynamic, fast-growing, full-service boutique Tax, Accounting, and Financial powerhouse based in Fort Lauderdale-Miami, FL with second location in Las Vegas, NV. Our team of 70 experts, including CPAs, Tax Attorneys, EAs, CFPs, and senior-level CFOs & Controllers, is united by a shared commitment to delivering unmatched value and transformative results for our clients. You can learn more here - www.neiljesani.com

Serving clients nationwide, we pride ourselves on creating meaningful impacts on their taxes, finances, businesses, and legacies. Our mission is simple yet profound: to provide exceptional value and service while building lasting, trust-filled relationships that stand the test of time.

Let’s create an exceptional value and make a difference—together.

Your Role as Director of Estate Planning & Asset Protection

As Director of Estate Planning & Asset Protection, you will be a key member of our Estate Planning and Tax team. Working closely with the CEO and senior leadership, you will help our ultra high-income and ultra high net-worth clients with their tax reduction and other estate/asset matters.

Responsibilities:

• Provide expert estate tax planning services for individuals and businesses.
• Address legal issues related to income tax, corporate tax, and estate planning.
• Stay current with federal, state, and local tax laws and regulatory changes.
• Conduct thorough research on tax codes, court cases, and IRS rulings.
• Develop and implement effective tax strategies to minimize liabilities.
• Collaborate with other estate & tax professionals in the office with strategies and document creation.

Qualifications:

• Expertise in Estate Tax Planning and Tax Law with a proven track record of success.
• Demonstrated ability to remain updated with tax laws, regulations, and best practices.
• Exceptional attention to detail and commitment to accuracy.
• Excellent communication and interpersonal skills to build strong client relationships.
• Juris Doctor (JD) degree required.
• Additional credentials such as CPA, EA, LLM, or CFP are highly desirable.
• A valid Tax Attorney License (any state) with 15 years of experience.

What We Offer:

At Neil Jesani Advisors, Inc., we are committed to hiring exceptionally talented individuals because our clients—and your future teammates—deserve nothing less than the best. Exceptional talent deserves exceptional rewards, which is why we provide superior compensation, a supportive work environment, and robust growth opportunities.

If you bring extraordinary skills to the table, you can expect to earn significantly more than your current earnings while enjoying immense job satisfaction. Our comprehensive benefits include a 5% 401(k) match, full healthcare coverage, 15 days of PTO (on top-of 10 major public holidays and others) and more.

We foster a high-performance yet relaxed workplace where intellectual curiosity and high-value contributions are celebrated. While we prioritize hard work and delivering value, we also value personal comfort and work-life balance.

Apply Today and join a team dedicated to redefining excellence in tax and financial success.

Make your next career move one that counts – for you, your team, and the exceptional clients we serve.