Benefits:

401(k)

Free food & snacks

Paid time off

Levine Haddad & Gregory, LLC is a growing Trust and Estate firm located in Union County. We currently have openings in our Estate Planning department. Qualified individuals will have two to five years of experience, possess a strong academic background.

Qualifications

Drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters

This role requires exceptional interpersonal skills and the ability to develop and maintain long-term client relationships

Demonstrate expertise in drafting and implementing estate planning documents

Understanding of estate, gift and generation-skipping transfer tax laws

Excellent communication, negotiation and problem-solving skills

Benefits

Medical, Dental and Vision Insurance

Summer Fridays

401(k)

8+ holidays and discretionary time off structure

17 personal days per year (vacation, sick or otherwise)

Incentive compensation: you will receive 10% of all closed business you bring to the firm which was not sourced through our clients, referrals or other relationships.

Responsibilities

Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys and tax strategies

Draft, review and revise estate planning documents tailored to individual client needs

Manage complex estates, including those involving business interests, charitable giving and multi-generational planning

Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans

Stay current with federal and state laws impacting estate planning, probate and tax matters

Foster trust and rapport with clients through clear communication, confidentiality and responsive service

Job Type: Full-time

Work Location: In person

Compensation: $80,000.00 - $150,000.00 per year