Estate Planning Attorney

🕒 Junho 12

🗽 New York – Remoto

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💵 $150.000 - $175.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🧑‍💼 Advogado

🦅 Patrocina Visto H1B

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👻 Score fantasma 14%

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🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of Aprio

Aprio

1001 - 5000 funcionários

💼 Consultoria

🏥 Saúde

🏗️ Construção

💰 Debt Financing em 2018-10

Consulting • Healthcare • Construction

Aprio é uma empresa abrangente de consultoria de negócios, impostos e contabilidade, que oferece uma gama de serviços em várias indústrias, incluindo construção, odontologia, serviços financeiros, saúde, manufatura e tecnologia. Eles oferecem serviços como avaliação de negócios, assessoria CFO, planejamento sucessório, consultoria digital, gestão de riscos e conformidade. A Aprio atua em áreas como consultoria em blockchain, ERP e aplicações empresariais, consultoria tributária, contabilidade terceirizada e gestão de patrimônio. Com forte presença em mais de 50 países, a Aprio é comprometida com a diversidade e responsabilidade social corporativa, continuamente inovando para atender às necessidades de sua diversa clientela.

Descrição

• Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys, and tax strategies. • Draft, review, and revise estate planning documents tailored to individual client needs. • Conduct client consultations to assess goals, assets, and family dynamics, providing clear guidance and recommendations. • Manage complex estates, including those involving business interests, charitable giving, and multi-generational planning. • Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans. • Stay current with federal and state laws impacting estate planning, probate, and tax matters. • Represent clients in probate court and in the administration of trusts and estates as needed. • Foster trust and rapport with clients through clear communication, confidentiality, and responsive service.

🎯 Requisitos

• Juris Doctor (JD) degree from an accredited law school. • Active license to practice law in the relevant state and/or willingness to waive into jurisdictions to meet client needs. • At least five years of dedicated experience in estate planning, with direct client interaction. • Demonstrated expertise in drafting and implementing estate planning documents. • Strong understanding of estate, gift, and generation-skipping transfer tax laws. • Excellent communication, negotiation, and problem-solving skills. • Ability to handle sensitive matters with discretion and empathy. • Proficiency with legal research and practice management software.

🏖️ Benefícios

• Medical, Dental, and Vision Insurance on the first day of employment • Flexible Spending Account and Dependent Care Account • 401k with Profit Sharing • 9+ holidays and discretionary time off structure • Parental Leave – coverage for both primary and secondary caregivers • Tuition Assistance Program and CPA support program with cash incentive upon completion • Discretionary incentive compensation based on firm, group and individual performance • Incentive compensation related to origination of new client sales • Top rated wellness program • Flexible working environment including remote and hybrid options

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