Legal Director - Remote

Overview

At TriFound, we are a leading financial firm dedicated to providing personalized financial planning, wealth management, and tax services to our clients. Our team of experts works collaboratively to ensure our clients' financial futures are secure, efficient, and aligned with their goals. We are seeking a Legal Director to join our dynamic team and play a key role in providing legal expertise to our Financial and Tax teams.

In Short

• Oversee and support Financial and Tax teams in creating estate plans.
• Provide legal advice on estate planning and tax implications.
• Draft and review legal documents like wills and trusts.
• Ensure compliance with laws related to estate planning and tax.
• Manage legal aspects of financial transactions.
• Conduct legal research on tax laws and regulations.
• Coordinate with external legal advisors and clients.
• Train and mentor junior legal staff.
• Communicate legal concepts clearly to clients and team members.

Requirements

• Juris Doctor (JD) degree from an accredited law school.
• Active Bar membership in [State/Country].
• 2+ years of experience in estate planning and financial law.
• Expertise in trust and estate planning, tax laws.
• Strong understanding of financial planning concepts.
• Experience collaborating with financial professionals.
• Excellent communication skills.
• Strong problem-solving and organizational skills.
• Leadership experience to mentor a team.

Benefits

• Competitive salary and benefits package.
• Opportunity to work with financial experts.
• Career growth and advancement opportunities.
• A culture that values professional development.