Estate Planning & Tax Attorney
About The Position
Maimone Legal is hiring an on-site, full-time Estate Planning & Tax Attorney in Fort Lauderdale, Florida. The attorney will handle estate planning and tax work for individuals, families, and business owners, including high-net-worth clients and foreign investors referred through the firm’s immigration practice. The role involves designing plans, drafting documents, and working directly with clients. The practice focuses on planning—not probate litigation or only simple wills and trusts—including irrevocable trusts, estate tax strategy, business succession, and cross-border structuring for clients with assets in multiple countries. The firm uses flat fees and has no billable-hour requirement, with room to build a sophisticated planning practice as it grows. Maimone Legal is a family-run, immigrant-owned Fort Lauderdale law firm practicing immigration, business, and estate planning law. The firm emphasizes individualized strategies and direct client access to the professionals handling each case.
Requirements
- Active member of The Florida Bar.
- Two to three years practicing estate planning.
- Hands-on experience with complex planning, such as irrevocable trusts, estate tax minimization, or business succession.
- Already living in Broward or Miami-Dade County.
- Able to work on-site in Fort Lauderdale, Monday through Friday.
Nice To Haves
- LL.M. in Taxation or Estate Planning.
- Experience with GRATs, ILITs, dynasty trusts, or intentionally defective grantor trusts.
- Cross-border or non-resident estate planning experience.
- Bilingual.
Responsibilities
- Design and draft estate plans, including revocable and irrevocable trusts, wills, and powers of attorney.
- Build estate and gift tax strategies for high-net-worth clients.
- Plan business succession for owners of closely held companies.
- Advise foreign investors and new U.S. residents on cross-border and pre-immigration planning in coordination with the immigration team.
- Handle tax structuring beyond compliance.
- Meet with clients directly and explain their options in plain language.
- Coordinate with clients’ CPAs and financial advisors to carry out plans.
Benefits
- Health insurance.
- Vision insurance.
- Dental insurance.
- Paid time off.
- Paid sick days.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
