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Attorney/Lawyer at Robert Half
Robert Half
No longer available
Legal
Posted 18 hours ago
JOB DESCRIPTION
DescriptionRobert Half is seeking an experienced Trusts & Estates Shareholder to join a growing, well‑established firm with opportunities in their Milwaukee, Madison, or Chicago offices. The ideal candidate will have a deep background in estate planning and tax law and extensive experience advising high‑net‑worth individuals and families including business executives, professional athletes, and entertainers on complex estate, gift, and tax matters. This role requires a proven track record of developing and implementing sophisticated estate planning strategies, navigating tax audits, and delivering high‑touch, detail‑oriented client service. Successful candidates will bring strong technical expertise, exceptional communication skills, and the ability to cultivate long‑term client relationships.Responsibilities:Provide expert counsel on estate planning strategies, including asset protection and gift tax planning.Prepare federal estate tax returns for taxable estates and gift tax returns with precision.Represent estates, trusts, and individuals during estate tax and gift tax audits.Collaborate with clients to develop tailored estate plans that align with their financial goals and legal requirements.Co-manage a team of attorneys and paralegals, including recruitment, policy implementation, and team coordination.Develop and refine legal forms and documentation to ensure compliance and efficiency.Organize and lead team meetings to discuss case strategies and office procedures.Maintain up-to-date knowledge of estate and tax law to provide accurate and effective legal advice.Build strong relationships with clients to foster trust and long-term partnershipsRequirementsRequirements:Licensed Attorney with active bar membership.Minimum of 10 years of experience in estate planning and tax law.Comprehensive knowledge of gift tax strategies and asset protection.Demonstrated ability to prepare federal estate and gift tax returns.Proven experience advising high-net-worth individuals, business owners, and executives.Strong leadership and management skills to co-lead a team effectively.Exceptional organizational and communication abilities.Ability to stay informed about changes in estate and tax regulations.This role offers a comprehensive and competitive benefits package, including:Medical, dental, and vision insuranceLife insurance, plus long- and short‑term disability coverage401(k) with profit sharingFlexible Spending Accounts and Health Savings AccountsCritical illness, accident, and hospital confinement coverageGenerous paid time off and wellness programming, including wellness reimbursementPlus much moreOur specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches fastJob typePerm