Of Counsel - Tax, Trusts and Estates

Of Counsel Tax, Trusts & EstatesPosition OverviewWe are seeking an experienced Of Counsel to join our Tax, Trusts & Estates practice. The ideal candidate will provide sophisticated estate, trust and tax planning and administration for high-net-worth individuals, families and closely held businesses. This role focuses on delivering technically excellent and practical solutions across estate planning, business succession and charitable strategies while supporting client development and mentoring junior attorneys.Key ResponsibilitiesAdvise high-net-worth clients on estate, trust and tax planning strategies tailored to family wealth transfer and preservation goals.Draft and review wills, revocable and irrevocable trusts, powers of attorney, health care directives, trust funding documents and related estate planning instruments.Design and implement complex estate planning strategies including GRATs, SLATs, dynasty trusts, intentionally defective grantor trusts, and other wealth transfer vehicles.Counsel clients on business succession planning for closely held businesses, including use of LLCs, family limited partnerships, buy-sell agreements and cross-generation ownership structures.Provide tax advice related to federal and state estate, gift and generation-skipping transfer taxes; prepare and review estate and fiduciary tax returns (Form 706, Form 1041) and related filings.Advise on charitable planning, including private foundations, charitable remainder trusts, charitable lead trusts, and donor-advised funds.Oversee estate and trust administration matters, including probate proceedings, trust administration, fiduciary accounting, beneficiary disputes and litigation support as needed.Coordinate with financial advisors, accountants, insurance professionals and investment managers to implement integrated wealth planning solutions.Serve as a trusted client advisor, developing and expanding relationships with existing and prospective clients; participate in business development and thought leadership initiatives.Mentor and supervise Associates and Paralegals; review work product for quality and compliance; contribute to practice management and strategic initiatives.QualificationsJuris Doctor (JD) from an accredited law school and strong academic record.Active admission to the New Jersey & New York Bar requiredMinimum 10+ years of experience practicing tax, trusts and estates law, with substantial work for high-net-worth individuals and family offices.Deep technical knowledge of federal and state estate, gift and fiduciary income tax rules, with practical experience preparing Form 706 and Form 1041.Proven experience drafting complex estate planning documents, trust instruments and business succession agreements; familiarity with LLC and partnership structures.Experience with charitable planning vehicles (private foundations, CRTs, CLTs, donor-advised funds) and sophisticated wealth transfer techniques (GRATs, SLATs, dynasty planning).Track record in estate and trust administration, probate, fiduciary accounting and managing beneficiary matters; litigation experience a plus.Strong client-facing skills, excellent legal writing and oral advocacy, and the ability to present complex concepts clearly to clients and advisors.Business development capability, including client origination, referral cultivation and participation in thought leadership or community engagement.Demonstrated leadership and mentoring skills, with the ability to train junior lawyers and coordinate multi-disciplinary teams.High ethical standards, attention to detail, excellent project management skills, and ability to manage multiple priorities and billable targets.Benefits- Medical, dental & vision insurance- 401k- PTO- Bonus- Hybrid - Growth opportunities