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Senior Project Accountant

$200k - $250k

Jobot

New York firm known for sophisticated tax, trusts & estates, and business work for high-net-worth clients.

This Jobot Job is hosted by: Jacob Wolf
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $200,000 - $250,000 per year

A bit about us:

Our Private Client Services group is expanding and looking to add an experienced Senior Associate (ideally 6+ years post-J.D.) to a collaborative and active practice. We seek someone with outstanding document drafting skills, meticulous attention to detail, and a strong interest in advanced wealth transfer planning. Prior hands-on involvement in probate court proceedings and post-death administration of estates and trusts is essential. An advanced degree in tax law is highly valued.

Why join us?

We offer a competitive compensation package of $200,000-$250,000, discretionary bonuses, and comprehensive benefits including health insurance, 401(k), and ongoing professional development support.

Job Details

Key Responsibilities
Prepare and revise sophisticated planning documents such as wills, revocable and irrevocable trusts, durable powers of attorney, advance directives, and ancillary instruments
Advise individual and institutional clients through all phases of estate settlement and trust administration, including court filings, accountings, asset collection, and distributions
Perform tax research and draft analyses on estate, gift, generation-skipping transfer, and income tax issues
Assist partners in designing and implementing tax-advantaged strategies for ultra-high-net-worth clients and multi-generational families
Maintain clear, professional communication with clients, executors, trustees, accountants, and investment advisors
Support junior team members through guidance and participate in group development efforts as needed

Qualifications
J.D. from an accredited institution
At least six years of relevant experience in wealth planning, estate administration, and related taxation at a law firm
Tax LL.M. strongly preferred
Active New York bar admission required; additional admission in New Jersey and/or Florida is a significant plus
Excellent organizational abilities with proven capacity to handle competing deadlines accurately
Self-motivated, collaborative approach with comfort working both independently and as part of a team

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Vacancy posted 11 hours ago
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