Estate & Business Planning Attorney (3 - 7 Years) jobs in United States
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Koley Jessen P.C., L.L.O. ยท 3 months ago

Estate & Business Planning Attorney (3 - 7 Years)

positionOmaha, Nebraska, United States
timeFull-time
remoteOnsite
seniorityMid Level
date3+ years exp

Koley Jessen is a dynamic and fast-growing law firm that offers a dedicated team of attorneys and paralegals in estate planning and administration. They are seeking an experienced Estate & Business Planning Attorney to advise clients on various planning strategies, draft necessary documents, and assist with tax returns and charitable foundations.

Law Practice
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Consulting with and advising clients on estate planning, business succession planning, wealth transfer planning, charitable planning, estate and trust administration, tax planning, liquidity planning, asset protection planning and related work
Drafting documents to implement all such planning
Preparing federal estate and gift tax returns (including complex reporting and valuation issues)
Assisting clients in the establishment of private foundations and other charitable vehicles

Qualification

Estate planningTax planningBusiness succession planningCharitable planningDocument draftingFederal tax returnsAnalytical skillsCommunication skillsAttention to detailTeamwork

Required

3 - 7 years of legal experience, with significant exposure to estate, succession and tax planning for high net worth clientele
Knowledge of estate tax, gift tax, generation-skipping transfer tax, income tax and corporate / partnership tax
Experience with more advanced estate, charitable and wealth transfer planning techniques
Ability to efficiently research tax and legal matters, draft documents, issue spot, develop and propose solutions
Excellent communication and analytical skills, keen attention to detail, and the ability to work effectively in a team environment
Applicants must currently be licensed, or currently eligible to become licensed, to practice law in Nebraska

Benefits

Medical, dental, vision, life and long-term disability insurance options
401(k) with Firm contribution
Employee Assistance Programs

Company

Koley Jessen P.C., L.L.O.

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Koley Jessen's attorneys help you build momentum and achieve results through customized legal solutions.
dateFounded in 1988
location
Omaha, Nebraska, USA
people-size51-200 employees
web-link
http://koleyjessen.com

H1B Sponsorship

Koley Jessen P.C., L.L.O. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)

Funding

Current Stage
Growth Stage

Leadership Team

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Tyler Keyser
Partner
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Company data provided by crunchbase