T&E Partner

Trusts and Estates Senior AssociatePosition Overview We are seeking a Trusts and Estates Senior Associate to provide sophisticated tax-aware estate planning, trust administration, and fiduciary advice for private clients. The role combines technical tax and trust law expertise with client counseling and case management, leading complex matters and mentoring junior attorneys while contributing to client development. Candidates must demonstrate strong experience in tax and estate law and be a licensed attorney.Key ResponsibilitiesAdvise high net worth and private clients on estate, trust and wealth transfer planning integrating federal and state tax considerations.Draft and negotiate estate planning documents, including wills, revocable and irrevocable trusts, family limited partnerships, and related agreements.Oversee trust and estate administrations, including probate proceedings, fiduciary accounting, beneficiary communications, and asset distribution.Prepare, review and coordinate estate, gift and trust tax filings (e.g., Forms 706, 709, 1041) and work closely with tax advisors and accountants to optimize tax outcomes.Represent clients in contested matters and litigation related to trusts and estates when required, working with litigation colleagues as necessary.Manage client relationships, conduct strategic client meetings, and develop tailored planning solutions for complex family and business situations.Supervise, train and mentor junior associates and paralegals; review work product to ensure technical accuracy and high-quality client service.Participate in business development activities, thought leadership, and community outreach to cultivate and grow a private client practice.Ensure compliance with professional standards, ethical obligations and firm policies while staying current on changes in tax and trust law.QualificationsJuris Doctor (JD) from an accredited law school; LL.M. in Taxation or equivalent advanced tax training preferred but not required.Active bar admission and good standing in applicable jurisdiction(s); ability to practice in multiple jurisdictions is a plus.Minimum 5-8 years of progressive experience in trusts and estates and related tax practice, with demonstrated experience as lead counsel on complex matters.Demonstrated technical expertise in federal and state tax law as it applies to estate and trust planning and administration (required: Tax, Estates, Attorney).Proven experience drafting trusts, wills, powers of attorney, and related estate planning instruments and handling trust/estate administrations.Strong experience with estate, gift and fiduciary tax returns and coordinating with accountants and tax advisors.Excellent client-facing skills, including the ability to counsel high net worth individuals and families with discretion and emotional intelligence (nice to have: HNW, High Net Worth).Track record of supervising junior attorneys and working collaboratively across practice groups.Superior written and verbal communication skills, attention to detail, and ability to manage multiple matters and deadlines.Business development aptitude and willingness to participate in relationship-building and thought leadership activities.Familiarity with trust administration software and document management systems; ability to quickly learn firm processes and technology (nice to have: trusts experience with large or complex trust structures).Benefits- Medical/Dental/Vision- 401(k)- Origination Bonus- Annualized Performance Bonus