Trusts & Estates Associate Attorney

This Jobot Job is hosted by: Farrell Ougheltree
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Salary: $120,000 - $250,000 per year

A bit about us:

Our client is a mid-sized commercial law firm that provides comprehensive legal services to businesses and individuals across a wide range of industries, including the private, public, and nonprofit sectors. With offices throughout the Mid-Atlantic region and an additional presence in South Florida, the firm is well positioned to serve clients in key economic centers.

The firm represents clients at every stage of growth—from startups and entrepreneurs to established companies and large national organizations. Since its origins as a small, specialized practice, it has grown into a respected alternative to larger national firms, offering sophisticated legal services with a more tailored approach.

Its client base spans industries such as technology, manufacturing, real estate, and healthcare, among others. The firm emphasizes practical, business-focused solutions and adapts its services to meet evolving client needs and market conditions.

Known for its collaborative culture and strong professional reputation, the firm attracts attorneys with diverse backgrounds and experience across a variety of practice settings. Its lawyers are committed to delivering strategic, results-driven counsel while serving as trusted advisors to their clients.

Why join us?

Competitive salary commensurate with experience
Bonus potential
Comprehensive benefits package (health, dental, vision, 401(k), etc.)
Partner Track
Mentorship

Job Details

A well-established and growing Trusts & Estates practice is seeking a senior-level attorney to take on a sophisticated and relationship-driven role within its private client group. This is not a routine drafting position—this role is designed for an attorney who wants to move beyond standardized estate planning and engage deeply in complex wealth, tax, and family structuring matters.

The successful candidate will work closely with senior partners on advanced planning strategies involving closely held businesses, multigenerational wealth transfer, and nuanced tax planning. Over time, this individual is expected to assume a leading role in client relationships and matter management.

Key Responsibilities
Design and draft advanced estate planning structures tailored to high-net-worth family and business needs, including trusts and related planning vehicles
Advise clients on complex tax matters involving income, estate, gift, and generation-skipping transfer taxes at both state and federal levels
Manage probate and trust administration matters from start to finish, including preparation and review of required tax filings
Coordinate directly with clients and collaborate with external advisors such as accountants, financial planners, and family office professionals
Serve as a trusted advisor in sensitive family and wealth planning discussions
Support the development of junior attorneys and paralegals within the practice group

Qualifications
Minimum of 7 years of focused experience in Trusts & Estates law
Strong background in sophisticated estate and tax planning work
Demonstrated ability to draft complex estate planning instruments and structures
Excellent understanding of federal and state transfer tax systems
Strong interpersonal skills and the ability to navigate sensitive client dynamics with discretion and professionalism
Admission to the New Jersey and/or Pennsylvania Bar required; additional admission in New York and/or Florida is a plus
An LL.M. in Taxation is strongly preferred

What This Role Offers
Opportunity to work on highly sophisticated, multi-layered planning matters
Direct involvement with high-net-worth individuals and family enterprise structures
Clear path toward increased client leadership and responsibility
Collaborative environment with experienced practitioners
Exposure to both planning and administration aspects of private client work

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

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