Partner Attorney - HNW Planning

a { text-decoration: none; } tr th, tr td { } tr th { } CBIZ is seeking a Senior Attorney or Partner for a client with multiple locations on Long Island. This role requires a portable book of business and 10+ years of experience in trusts and estates, with a focus on high net worth planning and business succession planning.The ideal candidate has strong drafting and analytical expertise, and the ability to manage a complex, high-volume caseload while delivering exceptional client service.Key ResponsibilitiesDraft and review sophisticated estate plans for high-net-worth clients (estates $20M+), including ILITs, SLATs, GRATs, QPRTs, and other advanced trustsLead tax planning, asset protection, legacy planning, charitable strategies, and business succession planningAdvise clients through planning, strategy, and execution meetingsOversee estate administration, including probate, trust administration, accountings, and estate/gift tax filingsManage and mentor attorneys and support staff while maintaining organized case filesDrive business development, client acquisition, and community engagementQualificationsJD and admission to the New York State Bar (in good standing)10+ years of experience in trusts & estates, tax, and high-net-worth planningStrong drafting, analytical, and communication skillsAbility to manage multiple priorities in a fast-paced environmentCompensation & BenefitsCompetitive salary (base approximately $200K) plus incentives tied to portable businessMedical benefits, 401(k) with match, and generous PTOCLE, bar dues, and professional development coveredFlexible schedule and growth opportunity, including potential Managing Partner trackLeadership Opportunity AvailablePath to Managing Partner for candidates interested in leading firm strategy, driving growth, fostering culture, and managing high-level client relationships.To apply: Send your resume to View email address on click.appcast.io with “HNW Attorney” in the subject line.CBIZ Talent Solutions is an Equal Opportunity Employer.CBIZ Talent Solutions does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.Employment typeOTHER