Responsibilities

• Handle basic to complex estate planning and estate and trust administration
• Strong understanding of federal and state tax laws, estate tax principles, and trust administration procedures
• Experience in drafting wills, trusts, operating and shareholder agreements and other estate planning documents
• Quantify tax impacts of estate and business succession plans; and work on estate and trust administration matters, including structuring the administration plan; supervising the preparation of accountings and estate, gift, and fiduciary income tax returns
• Address procedural and disputed matters
• Ability to self-start, meet deadlines, prioritize, manage multiple projects simultaneously, work well with change in a fast-paced environment
• Regularly consult with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward
• Cultivate strong client relationships, offerings empathetic advice and reassurance during stressful times
• Report on caseload at regular intervals
• Develop a client following to increase the firm's revenues

Qualifications

• J.D. from an accredited law school and licensed with the New Jersey and Pennsylvania State Bars
• LLM in taxation (or in the process of obtaining same)
• 3+ years of estate planning experience handling matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan, and preparing the appropriate estate plan documents to meet the client's objectives
• Effective, clear, concise, and accurate communication, both oral and written, at an appropriate level to the situation and the client
• Working knowledge of finance, investments, and taxes
• Great ability to focus under pressure and the willingness to do what needs to be done
• Demonstrate a high degree of discretion, confidentiality, and integrity in the handling of personal client information, including following the Rules of Professional Conduct
• Have strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software
• Business acumen and ability to build and maintain client relationships
• Established client base is a plus