Tax, Trusts & Estates Attorney

Tax, Trusts & Estates Attorney

About the Role:

A growing Tax, Trusts & Estates and Wealth Preservation practice is seeking an experienced Tax, Trusts & Estates Attorney to join its team in Parsippany, New Jersey. This is an excellent opportunity for an attorney with 5+ years of experience in trusts and estates, tax planning, and business succession who is looking to take on significant client responsibility and grow into a trusted advisor and future practice leader.

The successful candidate will advise high-net-worth families and business owners on sophisticated estate planning, tax strategy, wealth preservation, business succession, and related transactions. This role combines technical legal work with substantial client interaction and requires the ability to translate complex legal and tax concepts into practical, actionable advice.

Key Responsibilities:

• Design and implement sophisticated estate planning strategies using revocable and irrevocable trusts, including IDGTs, SLATs, GRATs, CRTs, dynasty trusts, and non-grantor trusts.
• Advise high-net-worth individuals and families on estate, gift, and generation-skipping transfer (GST) tax planning.
• Develop asset protection strategies and beneficiary-controlled trust structures.
• Advise clients on blended family planning, special needs planning, and other complex family wealth matters.
• Structure LLCs, S corporations, C corporations, and other business entities for tax and liability efficiency.
• Draft and negotiate buy-sell agreements, operating agreements, equity transfers, and other business succession documents.
• Advise closely held business owners on governance, liquidity planning, succession, and exit strategies.
• Integrate business succession strategies with estate and tax planning.
• Support seller-side M&A matters, including transaction structuring, due diligence, and coordination with estate and tax planning.
• Advise clients on federal and state income, estate, gift, and GST tax matters.
• Coordinate and review estate, gift, fiduciary, and business tax filings, including Forms 706, 709, 1040, 1041, 1120, and 1065 as applicable.
• Develop charitable giving and other advanced tax planning strategies for high-net-worth clients.
• Conduct sophisticated legal and tax research and translate findings into practical recommendations.
• Communicate complex legal and tax strategies clearly through written advice, presentations, flowcharts, financial models, and other client-facing tools.
• Build trusted, long-term relationships with clients and serve as a reliable advisor on significant personal and business decisions.
• Work collaboratively with attorneys and professional staff while taking ownership of client matters.
• Mentor junior attorneys and staff as appropriate and contribute to the continued growth of the practice.

Required Qualifications:

• Juris Doctor (J.D.) degree from an accredited law school.
• Minimum 5 years of experience in trusts and estates, tax planning, and business succession.
• Admission to practice law in New Jersey, New York, or Florida.
• Demonstrated experience designing and implementing sophisticated tax and estate planning strategies for high-net-worth families and business owners.
• Strong experience with revocable and irrevocable trusts and advanced estate planning structures.
• Experience drafting and funding estate planning strategies and related corporate documents.
• Experience advising closely held business owners on succession planning, governance, and transactions.
• Experience with sell-side M&A advisory, including structuring and due diligence, is required.
• Experience coordinating or reviewing estate, gift, fiduciary, and business tax returns.
• Strong knowledge of income, estate, gift, and GST tax principles.
• LL.M. in Taxation is strongly preferred.
• Excellent legal research, writing, analytical, and problem-solving skills.
• Exceptional client communication skills and the ability to explain complex legal and tax concepts in clear, practical terms.
• Ability to work independently and manage significant client responsibility.
• Strong interpersonal skills, professional judgment, reliability, and attention to detail.
• Ability to work collaboratively within an established practice and contribute to long-term practice growth.

Why Join Us:

• Work on sophisticated wealth preservation and business succession matters for high-net-worth families and business owners.
• Serve as a trusted advisor on complex estate, tax, and business planning issues.
• Take meaningful ownership of client matters while working alongside experienced practitioners.
• Gain exposure to advanced trust structures, tax planning, business succession, and M&A transactions.
• Join an established and growing practice with opportunities to develop into a leadership role.
• Build lasting client relationships through practical, actionable legal advice.
• Work in a collaborative environment that values professionalism, technical excellence, and exceptional client service.
• Develop your career within a practice focused on long-term growth and succession.
• Enjoy a professional environment that supports collaboration, mentorship, and continued development.

Compensation & Benefits:

• Competitive compensation package based on experience and qualifications.
• Full-time, on-site position in Parsippany, New Jersey.
• Medical, dental, and vision insurance.
• 401(k) retirement plan with employer matching.
• Individual and dependent life insurance.
• Short-term and long-term disability coverage.
• Paid time off and paid holidays.
• Employee Assistance Program.
• Opportunities for professional development and long-term career advancement.
• Collaborative and client-focused work environment.