Estate Planning & Tax Attorney On-Site | Full-Time | Monday-Friday | $80,000-$115,000/year | Fort Lauderdale, FL
About the RoleYou'll handle estate planning and tax work for individuals, families, and business owners. Many are high-net-worth, and some are foreign investors who came to us through our immigration practice. You'll design the plan, draft the documents, and be the attorney clients work with directly.
This isn't a wills-and-simple-trusts practice, and it isn't probate litigation. It's planning work: irrevocable trusts, estate tax strategy, business succession, and cross-border structuring for clients with assets in more than one country. We're flat-fee, so there's no billable hour requirement. If you want to build a sophisticated planning practice, there's room to do it here as the firm grows.
Relevant Backgrounds: Estate Planning Attorney • Trusts & Estates Associate • Tax Attorney • Private Client Attorney • Wealth Planning • Business Succession • Probate & Trust Attorney
What You'll Do- Design and draft estate plans, including revocable and irrevocable trusts, wills, and powers of attorney
- Build estate and gift tax strategies for high-net-worth clients
- Plan business succession for owners of closely held companies
- Advise foreign investors and new U.S. residents on cross-border and pre-immigration planning, alongside our immigration team
- Handle tax structuring that goes beyond compliance
- Meet with clients directly and explain their options in plain language
- Coordinate with clients' CPAs and financial advisors to carry out the plan
What We're Looking ForRequired- Active member of The Florida Bar
- 2-3 years practicing estate planning
- Hands-on experience with complex planning: irrevocable trusts, estate tax minimization, or business succession
- Already living in Broward or Miami-Dade County
- Able to work on-site in Fort Lauderdale, Monday through Friday
Preferred- LL.M. in Taxation or Estate Planning
- Experience with GRATs, ILITs, dynasty trusts, or intentionally defective grantor trusts
- Cross-border or non-resident estate planning experience
- Bilingual
Compensation$80,000-$115,000 per year, depending on experience, plus health, vision, and dental insurance, paid time off, and paid sick days.
Learn More: https://maimonelegal.com
