Full-Time Florida Estate Planning and Tax Planning Attorney Opportunity - $150,000 - 180,000 annual salary plus Origination and Full Benefits
The Freelance FirmFort Lauderdale, Florida
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Job Description
Welcome to The Freelance Firm!
We are a national network of experienced, high-level, freelance attorneys and paralegals who provide remote, on-demand support for both short-term and long-term legal projects for our client law firms.
Due to increased demand, we are now interviewing for a qualified, experienced and dedicated full-time Florida-based Estate Planning & Tax Planning Attorney. This is an in-office position located in Coral Gables in Miami-Dade County, Florida, not a remote role due to frequent client visits.
Attorney Requirements:
- Licensed in good standing to practice law in the State of Florida
- Minimum of 10 years’ Estate Planning & Tax Planning experience
- EXPERIENCE WORKING WITH SOPHISTICATED HIGH NET WORTH (HNW) ESTATE PLANNING & ASSET PROTECTION MATTERS
- Analyze sophisticated trust and estate planning matters to develop effective strategies and solutions for clients
- Analyze and prepare complex estate and gift tax planning structures, including various corporate transactions and trusts, such as ILITs, SLATs, QPRTs, and IDGTs
- Coordinate the preparation and filing of tax forms such as Federal Form 706 and Form 709, ensuring compliance and accuracy
-Provide expert advice on trust and estate planning documents, trustee responsibilities, beneficiary rights, and distribution tax implications to clients
- Administer individual and family trusts, overseeing investments, banking activities, real estate holdings, and ensuring tax compliance
-Prepare trust/fiduciary accountings for Attorney-Trustees, manage financial statements, income, disbursements, and deliver accountings to beneficiaries
-Review and approve Foundational Estate Plans before submission to clients
-Draft comprehensive estate and gift tax planning structures, as well as corporate transactions, including preferred partnership freezes, Family Limited Partnerships, ILITs, SLATS, intentionally defective irrevocable trusts, and tax-free reorganizations
-Prepare and file Federal Form 706 for Estate and Generation-Skipping Taxes, coordinate with clients and service providers (CPAs, Financial Advisors, Insurance Providers) to receive supporting documentation
-Prepare and file Form 709 for United States Gift Taxes for transfers to individual donees, gifting trusts, generation-skipping trusts, etc., and ensure proper tax treatment with respect to cost basis, lifetime gifting exemptions, and split-gifts
-Advise Trustees in ongoing trust administrations
-Analyze trust and estate planning documents and advise clients with respect to trustees' powers and duties, dispositive provisions, beneficiary rights, and tax treatment of distributions
-Administer individual and family trusts with respect to investment and banking activity, real estate investments, including rental properties, corporate and partnership interests, and ensure federal tax compliance
-Lead the Team of professionals in the Foundational Estate Planning Dept
- Well-organized and proven ability to meet deadlines
- Self-starter and able to work independently
- Proficiency in using drafting software like WealthDocs and Client Management Software such as Clio
We welcome you to join our established network of legal professionals!
Please respond with your resume and we will contact you in the next two days for a 30 minute online meeting to answer all of your questions about this opportunity and The Freelance Firm.
Resume submissions will be kept in strict confidence.
Please visit our website at www.thefreelancefirm.com to learn more about us and the services we provide!
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FAQs About This Job
What is the work location for this position at The Freelance Firm?
This job at The Freelance Firm is located in Fort Lauderdale, Florida, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at The Freelance Firm?
Employer has not shared pay details for this role.
What employment applies to this position at The Freelance Firm?
The Freelance Firm lists this role as a Full-time position.
What experience level is required for this role at The Freelance Firm?
The Freelance Firm is looking for a candidate with "Senior-level" experience level.
What is the process to apply for this position at The Freelance Firm?
You can apply for this role at The Freelance Firm either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.