Remote estate planner

This Jobot Job is hosted by: Chris Cavish

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Salary: $250,000 - $340,000 per year

We've been around for 60+ years and believe in keeping a healthy work/life balance. We believe learning is key, and have an open-door policy for everyone who joins the firm!

Hybrid after 3-6 months

Billable hours 1800,- For every extra 50 hours you will receive 5,000$ in bonus.

12 holidays off

401 K matching based on a percentage of compensation, following 1 year at the firm profit sharing can occur.

100% paid employee benefits

12 weeks maternity leave, 2 weeks paternity leave paid.

50 dollars a month for internet, when hybrid,

Job Summary:

Responsible for drafting, planning and reviewing comprehensive estate plans for our clients. Work with clients, shareholders, attorneys and firm members, with all aspects of estate planning. Research law, gather and analyze information skillfully, and prepare documents. Contribute to a team atmosphere with the ultimate goal of achieving the best possible results for the firm and its clients.

Qualifications:

• Minimum of five (5) years of experience in estate planning.
• Law degree from an accredited law school required.
• Member of California State bar required.
• Master of Laws (LL.M.) in Taxation preferred.
• Certified specialization in Estate Planning, Trust and Probate Law and/or Taxation from the State Bar of California Board of Specialization preferred.
• Familiarity with federal and state, estate, gift and income taxes as well as probate and trust administration law required.
• Proficiency in Word, Excel, and Outlook required.
• Proficiency in iManage, HotDocs and Legal Solutions preferred.
• Excellent client relations skills and significant client contact.

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