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Estate Planning Specialist

3 weeks ago


Sydney, New South Wales, Australia beBeeEstatePlanning Full time $160,000 - $200,000
Job Role Overview

This is an opportunity to join a team of legal experts as a Estate Planning Specialist, where you will be responsible for providing expert advice on establishing charities, corporate governance, structuring, tax concessions, and trust law.

Key Responsibilities:
  • Charity Establishment and Governance: Advising clients on charity establishment, ACNC regulation, and eligibility for tax concessions
  • Trust Law and Structuring: Providing expertise on corporate governance, structuring, and trust law to ensure seamless business operations
  • Client Partnerships: Collaborating with partners to deliver high-quality services to clients, working together to achieve business objectives

This role offers an excellent opportunity to work alongside experienced professionals in the industry and enjoy a manageable workload. You will have the flexibility to work effectively, delivering results that meet the expectations of our clients.

Required Skills and Qualifications:
  • Strong knowledge of charity establishment, corporate governance, and trust law
  • Ability to provide expert advice and guidance to clients
  • Excellent communication and interpersonal skills
Benefits:

This role offers a range of benefits, including:

  • A competitive salary package
  • A comprehensive benefits program
  • Ongoing training and development opportunities
Other Information:

We are committed to creating a positive and inclusive work environment. If you are passionate about estate planning and want to make a difference in the lives of our clients, we encourage you to apply for this exciting opportunity.