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Senior Private Client Associate

Oculus Group

Philadelphia, PA | Hybrid | Am Law 100 Firm 6+ Years of Experience | Competitive Am Law Compensation + Bonus A leading Am Law 100 firm is seeking an experienced Private Client / Trusts & Estates Associate to join its growing Philadelphia practice. This is an excellent opportunity for a seasoned attorney to work on sophisticated estate planning, wealth transfer, trust and estate administration, and transfer tax matters for high-net-worth individuals, families, fiduciaries, and closely held businesses. The successful candidate will join a collaborative national platform and have the opportunity to take meaningful responsibility for sophisticated client matters while working alongside experienced Private Client attorneys. Key Responsibilities Advise high-net-worth individuals and families on sophisticated estate and wealth transfer planning Handle federal gift, estate, and generation-skipping transfer tax planning Counsel clients regarding trust and estate administration Assist with probate proceedings and fiduciary matters Prepare and review gift and estate tax returns Advise on planning involving closely held businesses and family wealth Manage sophisticated matters with increasing independence Collaborate with Private Client attorneys across multiple offices Required Experience 6+ years of sophisticated estate planning / Private Client experience Significant experience advising high-net-worth individuals and families Strong background in transfer tax and wealth planning Experience with trust and estate administration, probate, and gift and estate tax matters Ability to produce high-quality work and manage matters with minimal supervision J.D. from an accredited law school Pennsylvania Bar admission or ability to obtain admission promptly Competitive candidates will generally demonstrate: Strong Academic Credentials: J.D. from a well-regarded law school with a strong academic record Sophisticated Law Firm Training: Current or prior experience with an Am Law firm, leading regional firm, or highly regarded Private Client / Trusts & Estates practice Direct Practice Alignment: Substantial hands-on experience with sophisticated HNW estate planning, transfer-tax planning, and trust and estate matters For experienced lateral candidates, depth and sophistication of directly relevant Private Client experience will be given significant consideration alongside academic credentials. Preferred Qualifications LL.M. in Taxation Admission in New York and/or New Jersey in addition to Pennsylvania Experience working directly with sophisticated high-net-worth and closely held business clients The position offers a hybrid schedule , with attorneys generally working in the Philadelphia office three days per week. #J-18808-Ljbffr Oculus Group

Vacancy posted more than 2 months ago

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