Fiduciary Financial Services Specialist - Minneapolis, MN

FREDRIKSON & BYRON PA • Minneapolis, MN • 3h ago

Who We Are: Fredrikson is the premier Midwest-based law firm working collaboratively to help businesses achieve their goals regionally, nationally, and globally. Overview: We are seeking a Fiduciary Financial Services Specialist with a proven background in financial analysis, tax law, and estate planning. This role will focus on providing computational analyses, managing tax filings for clients, and offering legal counsel on complex estate and tax matters. The ideal candidate will have experience in tax planning, estate planning strategies, and financial analysis and will bring strong analytical skills and the ability to interpret complex financial data to the team. Key Responsibilities Include: Provide computational analyses and tax projections related to estate planning matters. Analyze and interpret complex financial data to determine tax consequences. Prepare estate, gift, and fiduciary income tax returns. Assist in estate and gift tax planning strategies, leveraging financial analysis to create projections and evaluate the impact of proposed strategies. Work with internal teams and clients to provide strategic advice based on financial analysis, while collaborating with other attorneys to integrate financial insights into legal strategies. Conduct complex analyses of estate plans, including projections, present value calculations, and amortization schedules. Analyze tax laws affecting estate planning. Ensure compliance with estate and trust laws, providing legal counsel and strategic advice to clients. Assist in preparing tax season filings and managing the related workload. Maintain clear communication with clients regarding financial strategies and estate planning options. Our Ideal Candidates Will Have: A law degree (JD) or Master of Laws (LL.M.) from an accredited law school; an emphasis on tax law, estate planning, or financial matters is a plus. A degree or background in accounting, mathematics, or statistics due to the analytical nature of the role. At least 3-10 years of experience in tax planning or financial analysis, preferably in estate and trust law. Strong interest and experience in the numbers side of estate planning, with a deep understanding of financial projections and tax analysis. Familiarity with tax season work and the ability to manage a high volume of tax filings. Excellent organizational, problem-solving, and project management skills. Ability to analyze complex data and generate strategic insights for clients and internal teams. Ability to work independently and as part of a team to meet deadlines and manage workloads. Strong communication skills, both written and oral, with the ability to convey complex financial concepts clearly. Client-facing experience is a plus, though not required. Hybrid work model: This position requires 3 days in the Minneapolis office each week. Benefits: Our comprehensive benefits options include medical, dental, vision, basic and supplemental life insurance, short- and long-term disability, employee resource benefits (inclusive of counseling, coaching, and caregiving guidance), paid parental leave, parenting classes, pre-tax parking and transportation options, and much more! Our retirement plan includes financial planning, Social Security/Medicare planning, 401k/Roth investment options, and a firm-paid profit-sharing contribution. Benefits are subject to eligibility requirements and other terms and conditions. The salary range for this position varies by geographical market. In Minneapolis, the estimated starting annual pay range is $85,000 - $105,000 per year. The compensation offered will be dependent on the candidate's experience, skills, education, professional background, overall qualifications, and geographic market location. Applying For This Position: Applications will only be accepted online at https://www.fredlaw.com/careers-meet-us. Applicants will be asked to submit a cover letter and resume. For assistance with the application process or for accommodations, please contact recruiting@fredlaw.com. About Fredrikson: With a reputation as the firm "where law and business meet," our attorneys and staff bring business acumen and entrepreneurial thinking to operate as business advisors, strategic partners, and legal counselors to our clients. To best serve our clients, we provide innovative solutions to legal needs while reflecting inclusion and diversity as core values. We offer highly competitive salaries and comprehensive benefits in a collaborative work environment. The firm's 400+ attorneys serve clients through our ten locations around the world: Minneapolis, Saint Paul, and Mankato, MN; Bismarck and Fargo, ND; Ames and Des Moines, IA; Madison, WI; Saltillo, Mexico; and Shanghai, China. Visit www.fredlaw.com for more information. Fredrikson is an equal employment opportunity employer. All qualified applicants are encouraged to apply. Fredrikson does not discriminate in its recruiting, hiring or employment practices on the basis of race, color, religion, creed, age, sex, pregnancy, childbirth, or related medical conditions, national origin, ancestry, marital status, familial status, disability, sexual orientation, gender identity or expression, military or veteran status, genetic information, status with regard to public assistance, and any other characteristics protected by applicable local, state, and/or federal laws. We are not accepting search firm submissions for this position; please apply directly through our careers page. Equal Employment Opportunity/Affirmative Action

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