Senior ATS
$150,000–$170,000 year
HybridEnglewood, Colorado, United States
Job Summary
Design and implement complex tax strategies for entrepreneurs and ultra-high net worth clients, including tax-free mergers, tiered entity structures, QSBS planning, and wealth transfer techniques. Motivate and direct team members to complete documentation for designated strategies while managing relationships with internal attorneys and external counsel. Articulate planning concepts clearly to clients and coordinate project execution through checklists and delegated task oversight. This role serves as a principal relationship management position within the ATS group, focusing on client satisfaction and deepening firm engagement. The position requires eight or more years of post-JD experience and is open to remote or hybrid work in the Meridian Business Park area.
Required Qualifications
- Juris Doctorate from an accredited university
- Eight or more years Post JD/Active Practice
- Juris Doctorate from an accredited university, English major preferred
Desired Qualifications
- LLM strongly preferred (equivalent considered)
- Demonstrates excellent internal and client communication skills
- Exhibits a proactive approach to managing multiple projects simultaneously
- Ability to establish strong and enduring rapport with clients
- Ability to articulate planning concepts clearly
- Possesses proficient skills in creating checklists, assembling and motivating teams, delegating and overseeing accurate and efficient completion of tasks
- Attention to detail with a view towards efficient and thorough completion of projects
- Ability to break down complex tasks into manageable steps
- Possesses sufficient technical knowledge to understand the rationale behind the structure of finalized plans
- Demonstrates the ability to comprehend and direct/oversee documentation of all necessary micro-steps for project completion
- Organizes team efforts effectively
- Takes initiative in coordinating group efforts
- Projects professionalism in appearance and demeanor
- Prefers face-to-face (including Zoom/Teams) discussions when necessary
- Comfortable in engaging in live conversations that facilitate deeper understanding and connection
- Articulates ideas and instructions clearly, but with brevity
- The ideal candidate will bring enthusiasm and intensity to group settings
- A client-first mindset and willingness to put in extra effort as client priorities dictate
- A culture of high achievement while enjoying the work and the people with whom you work
- Flexibility in how we operate
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