Estate Planning Consultant provides estate planning consultation to the agency work force. Develops and conducts any training or educational seminars necessary to guide agents and their clients through the procedural, legal, and financial aspects of their plans. Being an Estate Planning Consultant is responsible for developing and maintaining relationships with professional advisors. Requires a bachelor's degree. Additionally, Estate Planning Consultant typically reports to a manager. Estate Planning Consultant is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Estate Planning Consultant typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Ray Quinney & Nebeker, a large and respected Salt Lake City law firm, is looking for two attorneys, a potential shareholder with 8 to 12 years of experience and an associate attorney with 3 to 7 years of experience, to join its rapidly growing Tax, Estate and Business Team.
Qualified applicants must have broad experience in drafting estate planning, business, and tax planning documents for closely held business owners including revocable trusts, wills, irrevocable trusts, business entities and filings. Applicants should also have experience with charitable planning, asset transfers and asset titling, buy-sell and other agreements, as well as conducting primary review of client documents, such as income tax returns, organizational documents for entities, trusts, and life insurance policies.
Additionally, qualified applicants for the shareholder position must be able to give advice and guidance to clients, including those needing more advanced estate plans, including charitable planning, business succession planning, and income tax planning and integration of the same into the client's overall estate plan and business plan. Applicants must have excellent organizational and research and writing skills, and be able to independently manage client relationships and caseloads with minimal oversight.
Firm values include: Accountability, autonomy, collegiality, and transparency. Commitment to these values is essential for success within our firm. Qualified applicants must work well individually and as part of a team. Qualified candidates must have excellent academic credentials, and demonstrate a high degree of ethics, professionalism, good judgment, and a solid work ethic. Candidates must be a member of the Utah Bar, or if not currently a member of the Utah Bar, applicants must be a member of the bar of another state in the U.S. and be able to get licensed in Utah. LLM in Tax or accounting background preferred: CPA, MST, MAcc or MA.
About our Tax, Estate and Business Team
Ray Quinney & Nebeker has over 30 tax, estate and business attorneys, which makes us the largest and most experienced group in the Intermountain West. Seven of the lawyers in the practice group are members of the American College of Trust and Estate Counsel (ACTEC) or Tax Counsel (ACTC). We specialize in planning mid-sized to very large estates using sophisticated planning techniques. Our lawyers are experienced in estate and wealth planning, business succession planning, gift tax planning and return preparation, tax audit representation, probate procedures and estate and trust administration generally.
Our estate and trust group is ranked as one of the top private wealth practice groups in Utah by Chambers USA High Net Worth Guide - Private Wealth Department. RQN is the only Utah law firm ranked Band 1 in private wealth law by Chambers USA.
Compensation is highly competitive with a short full-equity shareholder track. Ray Quinney & Nebeker offers an exceptional medical insurance plan, dental insurance, medical and dependent care flexible spending accounts (FSA), long-term disability, a 401(k) plan with matching and profit-sharing.
Ready to join our law firm's high caliber team? If you feel you are a good fit for our open Tax, Estate and Business Attorney positions, please fill out our initial application at https://rqn.applicantpro.com/jobs/2304720.html to submit your cover letter and resume. All submissions are confidential. No phone calls, please.
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