Overview In this role, you support a Private Client Services Practice Group at a leading AmLaw 100 firm working with high-net-worth clients on sophisticated trust and estate matters. You will collaborate with attorneys and paralegals to deliver tailored estate planning, tax strategies, and administration from probate to closing. The position offers a hybrid schedule and emphasis on professional development, client service, and teamwork. You will help shape complex wills and trusts while managing client relationships and filings at scale. This is a growth-focused opportunity to contribute to a prestigious practice and advance in tax savvy estate planning.
Compensation / Benefits- competitive base salary ($385,000+)
- bonus eligibility
- comprehensive benefits package (medical, dental, vision, disability, life, parental leave)
- commuter benefits
- 401(k)/retirement plans
- paid time off and emergency childcare
Responsibilities- Advise high-net-worth clients on trust and estate matters including planning, tax strategies, and administration
- Draft complex wills and trusts tailored to client needs
- Manage estate administration from probate through final closing with accurate tax filings
- Prepare client presentations and perform tax calculations and analyses
- Collaborate with attorneys and paralegals to deliver exceptional client service
Key requirements- 5-7 years of substantive law firm experience in estate and tax planning for high-net-worth individuals
- JD from a top-tier law school with strong academics
- New York Bar Admission or ability to waive in
- LL.M. and strong tax background
- Demonstrated drafting and estate administration skills
- Proficiency in client presentations, tax calculations, and estate administration
- Detail-oriented with ability to work independently and manage client contact
- Supervisory skills to direct paralegals in a collaborative environment
- detail-oriented
- independent working
- collaborative teamwork
- estate planning for high-net-worth individuals
- drafting complex wills and trusts
- estate administration from probate to closing
