Description
Looking for an "A" player looking for a leadership stake in the firm.
The Estate Planning and Elder Law Firm of Ziegler Estate Law Group is growing! We are seeking an attorney with the experience to step into a management role to assist the firm's founder with Wealth and Tax Planning. The ideal candidate is one who has an LL.M. in Tax and/or Estate Planning, or who is Texas Board Certified in Estate Planning & Probate Law or comparable relevant experience of at least 6 years of practice, and has a thorough understanding of business entities. Though we do not typically handle litigation, some background in litigation and/or elder law would be a plus. A strong candidate will be one who enjoys the coordination necessary to bring a robust estate plan to life, and who receives satisfaction from articulating the benefits of the plan to clients and the other professionals whose involvement is often needed in the plan's execution.
Ziegler Estate Law Group was the first dedicated Estate Planning and Elder Law firm in West Texas. Since it's inception in 2008, the firm has further differentiated itself in the market as one of the few firms in Texas to focus both on higher net worth planning and elder law. ZELG has developed robust planning strategies for Wealth Protection, Business Asset Protection and Tax Planning, and has also added Care Navigation as a concierge service addition to the Long-Term Care Planning services the firm provides. Helping our clients and their families have peace of mind in the second half of life is fulfilling work. We call it Happy Law because we love our clients, and we love what we do.
Pay range: Annual full-time salary of $145,000 to $180,000, depending on experience.
The Attorney in this position will:
- Work directly with firm principal on higher level cases for new and existing clients.
- Direct regularly scheduled meetings to collaborate on matter progress and next steps, including deciding when and how to strategically involve other attorneys in the execution of the plan (as needed), and coordinate their involvement.
- Communicate directly with clients and coordinate on their behalf with tax professionals, financial advisors, oil companies, banks, USDA Farm Service Agency offices, and others to bring the Estate Plan we've designed to life.
- Stay current on the law and help the firm develop new planning strategies to achieve the best client outcomes.
- Lead client signing meetings to execute documents and educate clients on the planning we're putting in place and its benefits for them.
Qualifications:
LL.M in Tax or Estate Planning, or Board Certification in Estate Planning & Probate Law or comparable designation or experience of at least 7 years.
Excellent communication skills, both verbal and written.
Requirements
- Gifted problem-solver, with the ability to spot opportunities.
- Ability to manage matters involving coordination with other professionals, to educate them on our planning strategy and drive the matter to completion.
- Ability to work independently, and also to direct the work of a team to move matters across the finish line.
- Strong organizational skills with the ability to prioritize tasks effectively.
- Proficiency in using document management systems and legal software.
- Attention to detail and accuracy in all work tasks.
