$80,000–$150,000 Per Year
Academic Background, Accounting, Attorney, Communication Skills, Customer Relations, Dental Insurance, Estate Planning, Federal Laws and Regulations, Interpersonal Skills, Negotiation Skills, Probate, Problem Solving Skills, State Laws and Regulations, Tax Regulations, Vision Plan
Job Description
Levine Haddad & Gregory, LLC is a growing Trust and Estate firm located in Union County. We currently have openings in our Estate Planning department. Qualified individuals will have two to five years of experience, possess a strong academic background.
Qualifications
- Drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters
- This role requires exceptional interpersonal skills and the ability to develop and maintain long-term client relationships
- Demonstrate expertise in drafting and implementing estate planning documents
- Understanding of estate, gift and generation-skipping transfer tax laws
- Excellent communication, negotiation and problem-solving skills
Benefits
- Medical, Dental and Vision Insurance
- Summer Fridays
- 401(k)
- 8+ holidays and discretionary time off structure
- 17 personal days per year (vacation, sick or otherwise)
- Incentive compensation: you will receive 10% of all closed business you bring to the firm which was not sourced through our clients, referrals or other relationships.
Responsibilities
- Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys and tax strategies
- Draft, review and revise estate planning documents tailored to individual client needs
- Manage complex estates, including those 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
- Foster trust and rapport with clients through clear communication, confidentiality and responsive service
Job Type: Full-time
Work Location: In person
Compensation: $80,000.00 - $150,000.00 per year
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Levine Haddad & Gregory, LLC