Estate Planning Attorney
Location:
Central NJ
Salary:$125,000 - $145,000
Description:
Multiple openings in the Financial/Wealth planning business. No experience needed in the financial industry, but would be a plus. Will be a part of a team along with financial planners, who are seeking to create new clients, deliver great financial planning with excellent legal advice, guidance services as a part of the long-term plans. Current estate attorneys will help train if needed. You will be a key part of education, protecting clients on the legal, tax, retirement issues that come with a diversified long-term financial plan.
Target clients:
Individuals, families and small businesses with investments of $800K to $3M in a long-term financial plan for growth and security over time.
Qualifications:
- Licensed in NJ with 1+ years of legal experience preferably in estate/tax planning but not a must.
- Learn to be able to present and draft revocable and irrevocable trust
- Primary areas include estate and tax planning for high net worth individuals and families, estate administration, income tax, transfer tax and charitable planning, as well as pass-through entity (LLCs and LPs) and business succession planning.
- No book of business required.
- Experience and expertise in Federal and New Jersey tax law required.
- Licensed in New Jersey.
- Solid work ethic and ambitious in a team context - not at expense of team.
- Problem-solving manner, ability to work with variety of personalities and under pressure.
- Team orientated, including experience working in groups (with lawyers, paralegals, as well as clients).
- Client service orientation and high touch responsiveness expected.
- Financial background pertinent to client base and transactions necessary.
- Proficiency with technology - ideally, self-sufficient in generation of routine work product.
Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Visit
https://www.yoh.com/applicants-with-disabilities
to contact us if you are an individual with a disability and require accommodation in the application process.
For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
YOH Services LLC
Nov 19, 2024