Wealth Strategies Attorney

Qualifications
The ideal candidate must have 4+ years of experience with a strong working knowledge of estate planning, probate administration and trust administration
Juris Doctor degree from an ABA accredited law school
Active Florida bar license
4+ years’ professional estate planning law practice experience
Strong technological skills, including proficiency with practice management systems and portals
Superior research skills, including the use of online services and databases
Project management skills, including the ability to successfully manage and prioritize multiple projects and deadline
Excellent written and verbal communication skills, as well as analytical, problem-solving, and decision-making skills
Ability to work independently and maintain a high degree of confidentiality
Sitting position static for up to one-half hour at a time
Lifting and carrying up to 20 pounds occasionally, up to one hour per day
Benefits
We offer a welcoming, collegial work environment with competitive compensation and excellent benefits
Responsibilities
Bending and stooping occasionally, up to one-half hour per day
Job description
Join Shumaker, where the excitement of legal excellence intersects with an enjoyable and vibrant workplace! As an attorney in our Wealth Strategies Service Line, you will engage in sophisticated and challenging estate planning work for clients in Florida and nationwide. The ideal candidate must have 4+ years of experience with a strong working knowledge of estate planning, probate administration and trust administration. An LL.M. in taxation or estate planning is strongly preferred, but not required. Experience with federal estate tax returns (Form 706) and federal gift tax returns (Form 70+) is a plus.

At Shumaker, we believe in blending professionalism and fun, making us the perfect destination for those who seek both career growth and a lively, engaging work culture. We offer a welcoming, collegial work environment with competitive compensation and excellent benefits.

This position will work in-person at our Sarasota, Florida office.

Job Requirements:

Education, Experience and Skills Required:
• Juris Doctor degree from an ABA accredited law school
• Active Florida bar license
• 4+ years’ professional estate planning law practice experience
• LL.M. in Taxation or Estate Planning is preferred
• Strong technological skills, including proficiency with practice management systems and portals
• Superior research skills, including the use of online services and databases
• Project management skills, including the ability to successfully manage and prioritize multiple projects and deadline
• Excellent written and verbal communication skills, as well as analytical, problem-solving, and decision-making skills
• Ability to work independently and maintain a high degree of confidentiality

Physical Requirements:
• Sitting position static for up to one-half hour at a time
• Lifting and carrying up to 20 pounds occasionally, up to one hour per day
• Bending and stooping occasionally, up to one-half hour per day

United States
Florida
Sarasota Show on map Get directions