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Trusts & Estates Associate (3+ Yrs Exp)

$190k - $275k

Jobot

High-End Estate Planning with Direct Client Exposure Salary: $190,000 - $275,000 per year We are seeking a Trusts and Estates Associate to join a well‑established private client practice. This role offers an opportunity to work on sophisticated estate planning matters, including complex domestic and international planning strategies. You will be involved in both planning and administration work, with exposure to a diverse and high‑level client base. The position provides meaningful responsibility from the outset, including direct interaction with clients and advisors. You will work closely with experienced attorneys on intricate matters while developing your technical expertise and judgment within a collaborative and supportive environment. Responsibilities Draft and implement sophisticated estate planning documents, including wills and various trust structures Advise clients on estate, gift, and tax planning strategies, including multi‑generational wealth transfer Handle estate and trust administration matters from start to finish Prepare and review estate, gift, and fiduciary income tax filings Work directly with individuals and families on complex planning needs Collaborate with team members on strategy, structuring, and execution of matters Qualifications 3+ years of experience in trusts and estates or private client work Strong experience with estate planning, estate and trust administration, and tax compliance Demonstrated ability to draft sophisticated planning documents Exposure to high‑net‑worth client work is preferred Prior experience with cross‑border or international planning is a plus LL.M. in Taxation or Estate Planning is preferred but not required Requirements Strong organizational, analytical, and problem‑solving skills Excellent written and verbal communication abilities Ability to manage multiple matters and meet deadlines Comfortable interacting directly with clients and advisors Team‑oriented mindset with the ability to work independently when needed High level of attention to detail and professional judgment Equal Employment Opportunity 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. #J-18808-Ljbffr Jobot

Vacancy posted 4 days ago
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