Private Wealth Services Associate (2-7yrs)- NY

Private Wealth Services AssociateDirect Counsel represents a leading Am Law 100 firm seeking a talented Mid-Level Private Wealth Services Associate to join its New York office. This is an excellent opportunity to advise high-net-worth individuals, families, fiduciaries, and closely held business owners on sophisticated estate planning, wealth transfer, and tax matters.Key ResponsibilitiesAdvise high-net-worth individuals and families on sophisticated estate and tax planning strategies.Counsel clients on gift, estate, and generation-skipping transfer tax matters.Structure and implement complex estate plans, including wills, revocable and irrevocable trusts, family limited partnerships, and LLCs.Advise on wealth preservation, business succession, and philanthropic planning.Assist with estate and trust administration, including post-mortem tax planning.Handle cross-border and multi-jurisdictional planning matters as needed.Collaborate with attorneys across tax, corporate, and real estate practices to deliver integrated solutions.Develop and maintain strong client relationships and participate in business development efforts.Qualifications2–7 years of trusts & estates/private wealth experience at an Am Law firm or leading boutique.Strong experience with estate planning and wealth transfer strategies for high-net-worth clients.Ability to independently draft sophisticated estate planning documents.Experience with estate and trust administration preferred.Excellent academic credentials with strong research, writing, and analytical skills.Strong client-service and communication skills.New York Bar admission required or ability to waive in.Compensation & Benefits$235,000–$420,000 annual salary, depending on experience, qualifications, and market factors.Potential discretionary bonus.Comprehensive medical, dental, and vision insurance.HSA and flexible spending account options.401(k).Short- and long-term disability and life insurance.Paid vacation and sick time.Employee assistance program.Additional voluntary benefits, including accident, critical illness, cancer, disability, and pet insurance.Commuter and transit programs may be available.Join a sophisticated Private Wealth Services team and work with high-net-worth clients on complex estate planning, wealth transfer, and tax strategies. Direct Counsel