Job Details

SC boutique real estate and estate planning firm This Jobot Job is hosted by: Mallory Schreiner Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $95,000 - $150,000 per year A bit about us: SC boutique real estate and estate planning firm Why join us? Message me for details! Job Details Responsibilities Draft and review estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related instruments Advise clients on estate, gift, generation-skipping transfer (GST), and income tax planning strategies Design and implement wealth transfer plans for high-net-worth individuals and families Handle estate and trust administration matters, including probate proceedings and fiduciary guidance Collaborate with attorneys in corporate, real estate, and tax practices on integrated planning matters Communicate directly with clients, financial advisors, accountants, and other professionals Stay current on changes in estate planning, tax laws, and regulatory developments Contribute to business development, client retention, and firm marketing efforts as appropriate Qualifications Juris Doctor (J.D.) from an accredited law school Active license and good standing with the [State] Bar 4 years of experience in estate planning and trust administration Strong knowledge of federal and state estate, gift, and income tax laws Experience working with high-net-worth clients preferred Excellent drafting, analytical, and communication skills Ability to manage multiple matters independently while working collaboratively in a team environment Preferred Experience LL.M. in Taxation Experience with advanced planning techniques (e.g., GRATs, SLATs, ILITs, charitable planning) Exposure to business succession planning Prior experience in a multi-practice or full-service law firm Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policyaa415a4b-8b21-40fc-a65c-70d2b25ca29a