Job Description
Job Description
Robert Half is looking for an experienced Trusts and Estates Attorney with a strong background in estate planning and tax law to join a growing firm in their Milwaukee, Madison, or Chicago office. This role involves advising high-net-worth individuals and families, including business executives, athletes with attention to detail, and entertainers, on complex estate and tax matters. The ideal candidate will have a proven track record of handling sophisticated estate planning strategies and tax audits.
Responsibilities:
- Provide expert counsel on estate planning strategies, including asset protection and gift tax planning.
- Prepare federal estate tax returns for taxable estates and gift tax returns with precision.
- Represent estates, trusts, and individuals during estate tax and gift tax audits.
- Collaborate with clients to develop tailored estate plans that align with their financial goals and legal requirements.
- Co-manage a team of attorneys and paralegals, including recruitment, policy implementation, and team coordination.
- Develop and refine legal forms and documentation to ensure compliance and efficiency.
- Organize and lead team meetings to discuss case strategies and office procedures.
- Maintain up-to-date knowledge of estate and tax law to provide accurate and effective legal advice.
- Build strong relationships with clients to foster trust and long-term partnerships.
Requirements:
- Licensed Attorney with active bar membership.
- Minimum of 10 years of experience in estate planning and tax law.
- Comprehensive knowledge of gift tax strategies and asset protection.
- Demonstrated ability to prepare federal estate and gift tax returns.
- Proven experience advising high-net-worth individuals, business owners, and executives.
- Strong leadership and management skills to co-lead a team effectively.
- Exceptional organizational and communication abilities.
- Ability to stay informed about changes in estate and tax regulations.
This role offers a comprehensive and competitive benefits package, including:
- Medical, dental, and vision insurance
- Life insurance, plus long- and short‑term disability coverage
- 401(k) with profit sharing
- Flexible Spending Accounts and Health Savings Accounts
- Critical illness, accident, and hospital confinement coverage
- Generous paid time off and wellness programming, including wellness reimbursement
- Plus much more
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