Recruiter

Cincinnati, OH, United States

Estate Planning Associate Attorney

Attorney

2-10 yrs required

Full-time

No

A law firm seeks a knowledgeable and detail-oriented Estate Planning Associate Attorney with 3-5 years of relevant experience to join its Cincinnati, Ohio office. The ideal candidate will have a strong foundation in estate planning, probate, and trust law, coupled with a solid understanding of tax implications related to these areas.

Duties

• Manage and assist in drafting estate planning documents, including wills, trusts, and powers of attorney.
• Provide comprehensive guidance on probate and trust administration matters.
• Conduct client consultations to assess needs and recommend appropriate estate planning strategies.
• Collaborate with clients on wealth and business succession planning.
• Prepare and file necessary tax documents, demonstrating a solid understanding of relevant tax laws.
• Maintain meticulous records and ensure compliance with all legal standards and regulations.
• Foster positive client relationships through effective communication and personalized service.

Requirements

• A minimum of 3-5 years of substantive experience in estate planning, probate, and trust law.
• Strong tax background; an LLM in tax law is preferred but not mandatory.
• Experience in wealth and business succession planning is advantageous.
• Proven ability to manage a diverse caseload independently while working collaboratively with the legal team.

Education

• Juris Doctor (JD) from an accredited law school.
• A strong academic record is required.

Certifications

• Active license to practice law in Ohio.
• Additional certifications in tax law or estate planning are a plus.

Skills

• Exceptional written and oral communication skills.
• Strong analytical and problem-solving abilities.
• Detail-oriented with excellent organizational skills.
• Proficient in legal research and drafting.
• Ability to build and maintain strong client relationships.
• Familiarity with accounting principles is beneficial.

Benefits

• Comprehensive medical, dental, and vision insurance options, including HSA with employer contributions and PPO plans.
• Life insurance, short- and long-term disability coverage.
• Generous paid time off policy, including sick leave and vacation.
• 401(k) retirement plan with competitive employer matching.
• Access to various parental leave programs and employee well-being initiatives.

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