Associate Attorney – Tax Planning

We are seeking a motivated advanced tax planning associate attorney with experience or interest in advanced tax and estate planning to support a robust and growing estate and tax planning transactional practice. This role involves advising clients on tax and estate planning matters. The ideal candidate is detail-oriented, self-motivated, intellectually curious, client-focused, and able to manage multiple matters in a fast-paced, in-office environment.

Duties And Responsibilities

• Work exclusively with high net worth clients; those with taxable estates.
• Prepare and suggest advanced estate planning alternatives, including: advanced wills and revocable trusts; gifts and sales to irrevocable grantor trusts; charitable trusts and foundations; grantor retained annuity trusts and qualified personal residence trusts.
• Prepare, review, revise transfer tax returns, like Form 709 and Form 706; represent clients in IRS audits.
• Conduct trust modifications by decanting, NJSA, and court action.
• Delegate work to junior associates, supervise the same, and train associates and paralegals.
• Billable Expectations & Bonus:
• Annual billable hour requirement: 1,400 hours
• Eligible for a performance-based bonus upon meeting billable requirements
  
  

Qualifications

• Juris Doctor (JD) from an accredited law school; LL.M. a plus, but not required.
• Licensed and in good standing with the Colorado Bar (or eligible for admission)
• 3 years of relevant experience
• Strong drafting, negotiation, and communication skills
• Attention to detail a must
  
  

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Work Location: In person