Full-Time Retirement and Estate Planning Attorney Wanted

Our law firm, Lange Legal Group, LLC, founded by CPA and Attorney Jim Lange, limits its practice to retirement estate planning, the drafting of wills and trusts and beneficiary designations of IRAs and retirement plans, Roth IRA conversion analysis, and estate and trust administration.

Our current team of Matthew F. Schwartz, Esq., Karen E. Mathias, Esq. and Daryl Ross are seeking a full-time retirement and estate planning attorney with drafting and estate administration experience to prepare estate and trust administration filings, assist in the drafting of estate plans, and prepare inheritance tax returns. Candidates should be self-motivated, independent, and confident in their decision making, flourish in a fast-paced work environment, and interact well with a supportive and energetic team.

The best candidates will have the following attributes:

  • Knowledge of the Lackner Estate Administration software
  • Strong internet and legal research skills
  • Ability to work well independently and with limited direction
  • Experience working in a retirement and/or estate planning office
  • Strong problem solving abilities
  • A quantitative orientation
  • The desire and skill set to engage in strategic considerations impacting retirement and estate planning decisions
  • Confidence in decision making
  • Team-player personality

For the right candidate, we offer competitive pay, flexible hours and a dynamic and exciting opportunity with a company that has grown and thrived for over 30 years.

Interested candidates may send cover letters and resumes to Matt@paytaxeslater.com for review.

Why would you want to work for us?

For the right candidate, we not only offer a job, but a bonafide career. Our office and team provide a fun and fulfilling work environment. The salary and benefits are competitive with room for advancement. Your primary contact, Matt Schwartz, is an excellent estate attorney who knows his stuff backwards and forwards, enjoys a great reputation and is happy to share that knowledge. Our other estate attorney, Karen Mathias, is extremely competent and a joy to work with as well. Jim Lange, the owner of our three firms, will not likely be involved in your day to day work as Jim spends much of his time attracting and meeting with clients.

You would also have the pleasure of working with a group that we believe provide the best services available in the tax/financial/estate planning arena. Our law firm offers what we believe is the best estate plan there is for traditional families: Lange’s Cascading Beneficiary Plan™. If you don’t believe us, you may believe some of the people who have given Jim’s bestselling book, Retire Secure!, (Wiley, 2006, 2009 and 2015) glowing testimonials: Charles Schwab, Jane Bryant Quinn, Larry King, Roger Ibbotson, Burton Malkiel, and dozens more. The following nationally known estate attorneys also gave our books glowing testimonials: Natalie Choate, Michael Palermo, Martin Shenkman, Gary Lesser and Steve Leimberg.

Our strategies have been quoted (with attribution) 33 times in The Wall Street Journal.

Our Roth IRA conversion strategies are the best in the industry. Jim’s other bestselling book, The Roth Revolution, also received the highest praise from top IRA experts and attorneys. Jim is also the author of several mini books, the most recent book being titled The Ultimate Retirement and Estate Plan for Your Million-Dollar IRA: Including How to Protect Your Nest Egg from the Pending “Death of the Stretch IRA” Legislation. These books clearly demonstrate that our office is on the cutting edge of planning for IRA owners.

Over the years, we have earned a reputation for being extremely ethical and have had stellar client satisfaction and retention.

Job Security

We have drafted over 2,300 wills and estate plans. We continue to draft roughly 100 new estate plans per year. It is clear we will have more than enough administration and drafting work to keep at least one additional attorney busy for a career. We have never laid anyone off due to lack of work. Our excellent staff is among the best the industry. Both our professional and support staff have been together for years. (Members of our staff who have been with us for over 10 years include: Glenn Venturino, CPA, 28 years; Steve Kohman, CPA, 20 years; Matt Schwartz, Estate Attorney, 14 years; Sandy Proto, Manager of Vendor Relations, 24 years; Alice Davis, Client Service Coordinator, 14 years; Donna Master, Bookkeeper, 16 years; and Daryl Ross, Legal Administrative Assistant, 16 years).

We offer competitive wages, a company 401(k) plan, medical, dental, vision, disability, and life insurance.

Our offices are located in the heart of the commercially vibrant Squirrel Hill neighborhood on Murray Avenue in Pittsburgh.

If you are looking for an exciting career opportunity in a growing firm and want to work directly with a small group of intelligent and dedicated professionals, we want to meet you.

Please send us a cover letter that elaborates on how your strengths fit with our needs and a resume. We look forward to meeting you.

P.S. Please be advised that your cover letter carries considerable weight in deciding who we interview. All letters will be personally read by Matt Schwartz.