Private Client Services Associate or Counsel Level

Job Description

Job Description

Private Client Services Associate or Counsel Level

Private Client Services Associate / Counsel
Join a nationally recognized law firm known for its sophisticated legal work and long standing reputation for excellence across a broad range of practice areas. The firm is consistently ranked among top tier legal organizations and is celebrated for its collaborative culture, commitment to client service, and deep expertise in complex matters. Attorneys benefit from working alongside industry leaders while serving high profile clients, including individuals and organizations with significant and evolving legal needs. With a strong emphasis on professional development and innovation, the firm offers an environment where talented professionals can build meaningful careers.

Position Overview
We are seeking a Private Client Services Associate or Counsel to advise high-net-worth individuals, families, and closely held entities on estate planning, tax planning, and trust matters. The role focuses on delivering sophisticated, practical solutions for wealth transfer, tax minimization, and fiduciary administration while collaborating with tax advisors and other practice teams to provide comprehensive client service.

Key Responsibilities

• Advise clients on estate planning strategies, including wills, revocable and irrevocable trusts, charitable giving, and wealth transfer techniques.
• Design and implement tax-efficient structures for individuals, family offices, and closely held businesses, coordinating with tax advisors to optimize federal and state tax outcomes.
• Draft, review, and negotiate estate planning documents, trust instruments, powers of attorney, and related transactional agreements with precision and attention to client objectives.
• Counsel trustees, executors, and beneficiaries on fiduciary duties, trust administration, probate matters, and ongoing compliance obligations.
• Conduct legal research and analysis on estate, gift, generation-skipping transfer (GST) and income tax issues to support client recommendations and planning memoranda.
• Collaborate with colleagues across tax, corporate, real estate, and litigation teams to advise on multi-disciplinary matters and ensure cohesive client service.
• Manage client relationships, including client intake, status updates, billing oversight, and responsiveness to client inquiries in a professional manner.
• Supervise and mentor junior attorneys and paralegals, delegating tasks, reviewing work product, and contributing to team development and practice growth.

Qualifications

• Juris Doctor (JD) from an accredited law school and active bar admission in the relevant jurisdiction.
• Prior experience (typically 5+ years) advising high-net-worth individuals or families at a law firm or in a private client setting; candidates at both associate and counsel levels will be considered.
• Demonstrated expertise in tax planning, estate planning, trusts, fiduciary administration, and related taxation matters.
• Strong drafting skills with experience preparing wills, trust agreements, charitable planning documents, and tax-sensitive transactional documents.
• Solid understanding of federal and state gift, estate, GST and income tax rules; experience collaborating with CPAs or holding a dual degree/credential (e.g., LLM in Taxation or CPA) is a plus.
• Excellent client service, communication, and interpersonal skills, with the ability to explain complex legal and tax concepts to clients clearly.
• Proven ability to manage multiple matters concurrently, meet deadlines, and work both independently and collaboratively in a team environment.
• High attention to detail, professional judgment, and ethical standards appropriate for handling sensitive client information.

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 06/29/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at  View email address on ziprecruiter.com to make arrangements.