Neiljesani
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President at Neil Jesani Advisors, Inc. - A National Full-Service Boutique Tax, Accounting & Financial Firm Serving High Income ($2Million+) W2…
Senior Estate Planning Attorney Job Opportunity at Neil Jesani Advisors, Inc. Are you a seasoned estate planning attorney with more than 15 years of hands-on Advanced Estate Planning & Asset Protection experience? Are you extremely passionate about delivering expert and innovative asset protection and estate planning solutions to UHNWI? Do you thrive in a collaborative, high-achieving environment where precision, strategy, and innovation are celebrated? If so, we invite you to join our team as Director of Estate Planning & Asset Protection and play a pivotal role in shaping our clients' legacy and future of generations to come while protectiong their assets now. Who We Are: Neil Jesani Advisors, Inc. is not an average tax firm—we’re a dynamic, full-service boutique Tax, Accounting, and Financial powerhouse based in Sunrise, FL. Our team of 50+ experts, including CPAs, Tax Attorneys, EAs, CFPs, and senior-level CFOs & Controllers, is united by a shared commitment to delivering unmatched value and transformative results for our clients. Our stunning 10,000+ square-foot office in Lakeshore Plaza, reflects our growth and bold vision for the future. You can learn more here - www.neiljesani.com Serving ultra high-income and ultra high net-worth clients nationwide, we pride ourselves on creating meaningful impacts on their taxes, finances, businesses, and legacies. Our mission is simple yet profound: to provide exceptional service while building lasting, trust-filled relationships that stand the test of time. If you’re ready to join and lead a company that’s not just growing but thriving, where your contributions will truly matter, learn more about us at https://neiljesani.com/careers/ Let’s create value and make a difference—together. What Sets Us Apart: Exclusive Clientele:
We work exclusively with individuals and businesses where we can deliver significant value and maximum impact. Minimum $2 Million income from W-2 or from any other sources is required to become our client. Deep Expertise:
Our clients demand exceptional advice rooted in thorough research, not the generic approaches of average tax preparers. WOW Service:
We prioritize quality over quantity, ensuring every client receives unparalleled attention and outcomes that exceed expectations. Lasting Impact:
Beyond financial success, we help clients achieve their ideal lifestyle and craft legacies for their families and communities. As Director of Estate Planning & Asset Protection, you will be a key member of our Estate Planning and Tax team. Working closely with the CEO and senior leadership, you will help our ultra high-income and ultra high net-worth clients with their tax reduction and other estate/asset matters. Responsibilities: Provide expert estate tax planning services for individuals and businesses. Address legal issues related to income tax, corporate tax, and estate planning. Stay current with federal, state, and local tax laws and regulatory changes. Conduct thorough research on tax codes, court cases, and IRS rulings. Develop and implement effective tax strategies to minimize liabilities. Collaborate with other estate & tax professionals in the office with strategies and document creation. Qualifications: Expertise in Estate Tax Planning and Tax Law with a proven track record of success. Demonstrated ability to remain updated with tax laws, regulations, and best practices. Exceptional attention to detail and commitment to accuracy. Excellent communication and interpersonal skills to build strong client relationships. Juris Doctor (JD) degree required. Additional credentials such as CPA, EA, LLM, or CFP are highly desirable. A valid Tax Attorney License (any state) with 15 years of experience. What We Offer: At Neil Jesani Advisors, Inc., we are committed to hiring exceptionally talented individuals because our clients—and your future teammates—deserve nothing less than the best. Exceptional talent deserves exceptional rewards, which is why we provide superior compensation, a supportive work environment, and robust growth opportunities. If you bring extraordinary skills to the table, you can expect to earn significantly more than your current earnings while enjoying immense job satisfaction. Our comprehensive benefits include a 5% 401(k) match, full healthcare coverage, 20 days of PTO (on top-of 6 major public holidays) and more. We foster a high-performance yet relaxed workplace where intellectual curiosity and high-value contributions are celebrated. While we prioritize hard work and delivering value, we also value personal comfort and work-life balance. Apply Today and join a team dedicated to redefining excellence in tax and financial success. Even though this is an on-site opportunity, we are open to Hybrid opportunity for exceptionally qualified candidates. Make your next career move one that counts – for you, your team, and the exceptional clients we serve. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Legal Industries Accounting Referrals increase your chances of interviewing at Neil Jesani Advisors, Inc. by 2x Sign in to set job alerts for “Estate Planning Attorney” roles.
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Senior Estate Planning Attorney Job Opportunity at Neil Jesani Advisors, Inc. Are you a seasoned estate planning attorney with more than 15 years of hands-on Advanced Estate Planning & Asset Protection experience? Are you extremely passionate about delivering expert and innovative asset protection and estate planning solutions to UHNWI? Do you thrive in a collaborative, high-achieving environment where precision, strategy, and innovation are celebrated? If so, we invite you to join our team as Director of Estate Planning & Asset Protection and play a pivotal role in shaping our clients' legacy and future of generations to come while protectiong their assets now. Who We Are: Neil Jesani Advisors, Inc. is not an average tax firm—we’re a dynamic, full-service boutique Tax, Accounting, and Financial powerhouse based in Sunrise, FL. Our team of 50+ experts, including CPAs, Tax Attorneys, EAs, CFPs, and senior-level CFOs & Controllers, is united by a shared commitment to delivering unmatched value and transformative results for our clients. Our stunning 10,000+ square-foot office in Lakeshore Plaza, reflects our growth and bold vision for the future. You can learn more here - www.neiljesani.com Serving ultra high-income and ultra high net-worth clients nationwide, we pride ourselves on creating meaningful impacts on their taxes, finances, businesses, and legacies. Our mission is simple yet profound: to provide exceptional service while building lasting, trust-filled relationships that stand the test of time. If you’re ready to join and lead a company that’s not just growing but thriving, where your contributions will truly matter, learn more about us at https://neiljesani.com/careers/ Let’s create value and make a difference—together. What Sets Us Apart: Exclusive Clientele:
We work exclusively with individuals and businesses where we can deliver significant value and maximum impact. Minimum $2 Million income from W-2 or from any other sources is required to become our client. Deep Expertise:
Our clients demand exceptional advice rooted in thorough research, not the generic approaches of average tax preparers. WOW Service:
We prioritize quality over quantity, ensuring every client receives unparalleled attention and outcomes that exceed expectations. Lasting Impact:
Beyond financial success, we help clients achieve their ideal lifestyle and craft legacies for their families and communities. As Director of Estate Planning & Asset Protection, you will be a key member of our Estate Planning and Tax team. Working closely with the CEO and senior leadership, you will help our ultra high-income and ultra high net-worth clients with their tax reduction and other estate/asset matters. Responsibilities: Provide expert estate tax planning services for individuals and businesses. Address legal issues related to income tax, corporate tax, and estate planning. Stay current with federal, state, and local tax laws and regulatory changes. Conduct thorough research on tax codes, court cases, and IRS rulings. Develop and implement effective tax strategies to minimize liabilities. Collaborate with other estate & tax professionals in the office with strategies and document creation. Qualifications: Expertise in Estate Tax Planning and Tax Law with a proven track record of success. Demonstrated ability to remain updated with tax laws, regulations, and best practices. Exceptional attention to detail and commitment to accuracy. Excellent communication and interpersonal skills to build strong client relationships. Juris Doctor (JD) degree required. Additional credentials such as CPA, EA, LLM, or CFP are highly desirable. A valid Tax Attorney License (any state) with 15 years of experience. What We Offer: At Neil Jesani Advisors, Inc., we are committed to hiring exceptionally talented individuals because our clients—and your future teammates—deserve nothing less than the best. Exceptional talent deserves exceptional rewards, which is why we provide superior compensation, a supportive work environment, and robust growth opportunities. If you bring extraordinary skills to the table, you can expect to earn significantly more than your current earnings while enjoying immense job satisfaction. Our comprehensive benefits include a 5% 401(k) match, full healthcare coverage, 20 days of PTO (on top-of 6 major public holidays) and more. We foster a high-performance yet relaxed workplace where intellectual curiosity and high-value contributions are celebrated. While we prioritize hard work and delivering value, we also value personal comfort and work-life balance. Apply Today and join a team dedicated to redefining excellence in tax and financial success. Even though this is an on-site opportunity, we are open to Hybrid opportunity for exceptionally qualified candidates. Make your next career move one that counts – for you, your team, and the exceptional clients we serve. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Legal Industries Accounting Referrals increase your chances of interviewing at Neil Jesani Advisors, Inc. by 2x Sign in to set job alerts for “Estate Planning Attorney” roles.
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