Overview In this role you will counsel clients on comprehensive estate planning and related tax strategies, handling complex, multi-generational concerns with empathy. You will work within Aprio's Legal team to deliver tailored plans and collaborate with financial professionals to coordinate seamless client solutions. The position emphasizes client-facing consultations, precise document drafting, and staying current with evolving laws. Join a growth-focused firm that values client impact, collaboration, and professional development.
Compensation / Benefits- Medical, Dental, and Vision Insurance on first day
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off
- Parental Leave
- Tuition Assistance and CPA support program with cash incentive on completion
Responsibilities- Advise on estate planning topics including wills, trusts, powers of attorney, advance directives, and tax strategies
- Draft, review, and revise estate planning documents tailored to client needs
- Conduct client consultations to assess goals, assets, and family dynamics and provide guidance
- Manage complex estates involving business interests, charitable giving, and multi-generational planning
- Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans
- Stay current with federal and state laws impacting estate planning, probate, and tax matters
- Represent clients in probate court and in administration of trusts and estates as needed
- Foster trust and rapport with clients through clear communication and confidentiality
Key requirements- Juris Doctor (JD) from an accredited law school
- Active license to practice law in the relevant state and/or willingness to waive into jurisdictions to meet client needs
- At least five years of dedicated estate planning experience with direct client interaction
- Demonstrated expertise in drafting and implementing estate planning documents
- Strong understanding of estate, gift, and generation-skipping transfer tax laws
- Excellent communication, negotiation, and problem-solving skills
- Ability to handle sensitive matters with discretion and empathy
- Proficiency with legal research and practice management software
- strong interpersonal skills
- empathy and discretion
- effective communication
- legal research
- practice management software
- drafting and reviewing estate planning documents
