Estate Planning Associate Attorney jobs in United States
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Orion Placement · 5 days ago

Estate Planning Associate Attorney

Orion Placement is representing a long-established boutique law firm focused on taxation, estate planning, and business transactions. As an Estate Planning Associate Attorney, you will work with high net worth individuals and business owners on estate planning and tax strategies, while also building a broad skill set across various legal domains.

Staffing & Recruiting

Responsibilities

Draft wills, trusts, powers of attorney, and related estate planning documents for high net worth clients
Advise families and business owners on gift and estate tax planning, wealth transfer strategies, and family business succession planning
Handle trust and estate administration matters, including coordination with fiduciaries, beneficiaries, and advisors
Form and maintain business entities, including corporations, LLCs, and partnerships, and assist with ongoing corporate governance
Participate in real estate closings and related documentation for clients’ personal and business transactions
Prepare or help oversee preparation of federal and Illinois estate tax returns and federal gift tax returns
Collaborate closely with attorneys, tax professionals, and other advisors in a highly team-oriented environment
Build trusted client relationships and gradually develop your own sophisticated estate planning and business practice under partner mentorship

Qualification

Estate planningTax planningTrust administrationCorporate governanceReal estate transactionsDrafting skillsClient-service mindsetCommunication skills

Required

Juris Doctor degree from an accredited law school
Active Illinois bar license in good standing
2+ years of experience in estate planning, tax, trust and estate administration, or closely related corporate and business matters
Strong drafting skills and attention to detail with complex documents and tax-driven structures
Comfort working with high net worth individuals, families, and business owners
Eagerness to develop a broad practice that spans estate planning, tax, corporate, and real estate matters
Excellent communication skills and a collaborative, client-service mindset

Preferred

Exposure to or interest in gift and estate tax planning and family business succession planning

Benefits

Dental insurance
Life insurance
Paid time off
Retirement plan
Vision insurance

Company

Orion Placement

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As a nimble and technology-driven boutique recruiting firm, we are adept at adapting swiftly for success.

Funding

Current Stage
Early Stage

Leadership Team

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Justin Sofman
Co-Founder
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Jon Missirlian
Founder
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Company data provided by crunchbase