Description:
Estate Planning Attorney Job Opportunity at Neil Jesani AdvisorsAre you a brilliant estate planning associate attorney with more than 5 years of hands-on Estate Planning & Asset Protection experience? Are you extremely passionate about delivering expert and innovative asset protection and estate planning solutions to UHNWI? Do you thrive in a collaborative, high-achieving environment where precision, strategy, and innovation are celebrated? If so, we invite you to join our team as an Associate Attorney - Estate Planning & Asset Protection and play a pivotal role in shaping our clients' legacy and future of generations to come while protectiong their assets now.
Who We Are:
Neil Jesani Tax Advisors is not an average tax firm—we're a dynamic, fast-growing, full-service boutique Tax, Accounting, and Financial powerhouse based in Fort Lauderdale-Miami, FL with second location in Las Vegas, NV. Our team of 70+ experts, including CPAs, Tax Attorneys, EAs, CFPs, and senior-level CFOs & Controllers, is united by a shared commitment to delivering unmatched value and transformative results for our clients.
Serving clients nationwide, we pride ourselves on creating meaningful impacts on their taxes, finances, businesses, and legacies. Our mission is simple yet profound: to provide exceptional value and service while building lasting, trust-filled relationships that stand the test of time.
If you're ready to join and lead a company that's not just fast growing but thriving, where your contributions will truly matter, learn more about us at www.neiljesani.com
Let's create an exceptional value and make a difference—together.
What Sets Us Apart:
- Exclusive Clientele: We work exclusively with individuals and businesses where we can deliver significant value and maximum impact. Minimum $2 Million income required to become our client.
- Deep Expertise: Our clients demand exceptional advice rooted in thorough research, not the generic approaches of average tax preparers.
- WOW Service: We prioritize quality over quantity, ensuring every client receives unparalleled attention and outcomes that exceed expectations.
- Lasting Impact: Beyond financial success, we help clients achieve their ideal lifestyle and craft legacies for their families and communities.
- Your Role as Associate Attorney - Estate Planning & Asset Protection
As an Associate Attorney, you will be a key member of our Estate Planning and Tax team. Working closely with the practice lead and other senior attorneys, you will help our ultra high-income and ultra high net-worth clients with their tax reduction and other estate/asset matters.
Responsibilities:
- Assisting senior attorneys and help in drafting documents.
- Stay current with federal, state, and local tax laws and regulatory changes.
- Conduct thorough research on tax codes, court cases, and IRS rulings.
- Collaborate with other estate & tax professionals in the office with strategies and document creation.
Qualifications:
- Demonstrated ability to remain updated with tax laws, regulations, and drafting.
- Exceptional attention to detail and commitment to accuracy.
- Excellent communication and interpersonal skills to build strong client relationships.
- Juris Doctor (JD) degree required.
- Additional credentials such as CPA, EA, LLM, or CFP are highly desirable.
- A valid Tax Attorney License (any state) with 5 years of experience.