Tax And Estate Planning Associate
Cleveland, OH, United States
Job Description
This associate will work in a collaborative work environment with significant growth potential and mentoring opportunities. Candidates who care about their work product, who strive to improve, who are self-aware and who enjoy working with a team to obtain results for clients are encouraged to apply.
- Communicate with clients about plans for dispersing their assets
- Prepare wills, trusts, and power of attorney documents
- Provide clients with information about retirement plans, charitable contributions, and insurance choices
- Advocate on behalf of clients by understanding their needs, effectively analyzing the situation, and forming a strategy for a plan of action
- Maintain client files to ensure they are properly organized and up to date
- A JD and the ability to practice in Ohio
- At least 3 years of experience in tax and estate planning (from either a large accounting firm or a law firm)
- A Bachelor\'s or Master\'s in Accounting is preferred
- An LLM in taxation would be a significant plus but not required
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Job Detail
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Job IdJD4363605
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationCleveland, OH, United States
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EducationNot mentioned