Estate & Business Planning Attorney (3 - 7 Years)
Koley Jessen P.C., L.L.O
Salary undisclosed
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Description
Estate & Business Planning Attorney
Koley Jessen offers our clients the region’s largest team of attorneys and paralegals dedicated exclusively to the areas of estate planning and administration, business succession planning, charitable planning, and related areas of the law. We are seeking an experienced attorney to join our team.
We hope to find an attorney with experience:
- Consulting with and advising clients on estate planning, business succession planning, wealth transfer planning, charitable planning, estate and trust administration, tax planning, liquidity planning, asset protection planning and related work;
- Drafting documents to implement all such planning;
- Preparing federal estate and gift tax returns (including complex reporting and valuation issues); and
- Assisting clients in the establishment of private foundations and other charitable vehicles.
The ideal candidate would possess:
- 3 - 7 years of legal experience, with significant exposure to estate, succession and tax planning for high net worth clientele.
- Knowledge of estate tax, gift tax, generation-skipping transfer tax, income tax and corporate / partnership tax.
- Experience with more advanced estate, charitable and wealth transfer planning techniques.
- Ability to efficiently research tax and legal matters, draft documents, issue spot, develop and propose solutions.
- Excellent communication and analytical skills, keen attention to detail, and the ability to work effectively in a team environment.
- Applicants must currently be licensed, or currently eligible to become licensed, to practice law in Nebraska.
Koley Jessen offers:
- A people-focused, collaborative and results-orientated culture;
- Continuous learning and professional development opportunities;
- Programs and activities to enhance your wellbeing;
- Competitive salary and a robust benefits package including medical, dental, vision, life and long-term disability insurance options, 401(k) with Firm contribution, and Employee Assistance Programs; and
- A beautiful central Omaha office equipped with modernized workspaces.
Koley Jessen celebrates, supports and promotes diversity and inclusion and is an Equal Opportunity Employer inclusive of protected veterans and individuals with disabilities. Koley Jessen strictly prohibits any discrimination or harassment based on a person’s race, color, sex, national origin, ancestry, age, disability, religion, military and veteran status, sexual orientation, gender identity, gender expression, genetic information, pregnancy, or any other ground prohibited by law.
Koley Jessen participates in E‑Verify. Please review the required notices below prior to submitting your application.
About this role
Koley Jessen's Estate & Business Planning team is looking for an attorney with 3 to 7 years of experience to work with high net worth clients on complex wealth transfer and succession matters. You'd advise clients on estate planning, business succession, charitable giving, and tax strategy, then draft the documents to execute those plans. The work also includes preparing federal estate and gift tax returns and helping clients establish charitable vehicles—tasks that require solid knowledge of estate, gift, generation-skipping transfer, income, and corporate tax law.
The ideal fit has meaningful experience in estate and tax planning for affluent clients and is comfortable with advanced planning techniques. You'll need strong research and drafting skills, the ability to spot issues and propose solutions, and excellent communication. You must be licensed or eligible to practice law in Nebraska and work in the Omaha office.
Koley Jessen emphasizes collaboration and professional development within a people-focused culture. The firm offers competitive salary, comprehensive benefits including medical, dental, vision, life and disability insurance, a 401(k) with firm contribution, and an Employee Assistance Program, along with a modernized central Omaha workspace.
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