Koleyjessen
Estate & Business Planning Attorney (3 - 7 Years)
Omaha, Nebraska, United States. Posted 14 months ago
The role
This attorney will consult with and advise clients on estate planning, business succession, and tax planning. The role involves drafting documents, preparing federal estate and gift tax returns, and assisting with the establishment of private foundations.
What you will do
- Consulting with and advising clients on estate planning, business succession planning, wealth transfer planning, charitable planning, estate and trust administration, tax planning, liquidity planning,
- 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
Required qualifications
- Currently licensed, or currently eligible to become licensed, to practice law in Nebraska
- Knowledge of estate tax, gift tax, generation-skipping transfer tax, income tax and corporate / partnership tax
Nice to have
- 3 - 7 years of legal experience, with significant exposure to estate, succession and tax planning for high net worth clientele
- 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
Benefits
- Continuous learning and professional development opportunities
- Programs and activities to enhance your wellbeing
- Competitive salary
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Long-term disability insurance options
- 401(k) with Firm contribution
- Employee Assistance Programs
About the company
Koley Jessen offers our clients the region’s largest team of attorneys and paralegals dedicated exclusively to the areas of estate planning and administration, business succession planning, charitable planning, and related areas of the law.