Senior Estate Planning amp Tax Attorney 4 Years Experience

Profile

About the Role

We are seeking an experienced estate planning attorney who enjoys solving sophisticated planning challenges, advising high-net-worth clients, and collaborating with a highly engaged team. The ideal candidate has a strong tax background, independently manages complex planning matters while mentoring junior attorneys. Ideally they will also have experience designing and implementing sophisticated estate and wealth-transfer strategies for high-net-worth and ultra-high-net-worth clients, including SLATs, GRATs, IDGTs, ILITs, family entities, charitable planning, and gift, estate and GST tax planning. An existing book of business is not required.

Responsibilities

• Advise clients on estate and wealth transfer planning, including trust administration, inheritance and gift taxation ,and generation-skipping transfer tax issues, to ensure estate preservation and tax efficiency.

• Counsel clients on charitable giving planning, business succession planning, and cross-border or multi-jurisdictional planning matters


• Independently manage probate court filings
  
  • Design and implement complex estate planning strategies
  
  • Draft and review advanced estate planning documents, including powers of attorneys, irrevocable trusts, revocable trusts, and family limited partnerships
  
  • Collaborate with accountants, financial advisors, and other professionals
  
  • Mentor junior attorneys
  
  • Help refine internal systems and best practices
  
  • Build and maintain professional referral relationships

Qualifications

• J.D. from an accredited law school

• Admission in New York

• Four or more years of sophisticated estate planning experience

• Strong knowledge of federal and New York estate and gift tax planning

• Excellent drafting, analytical, and client counseling skills

• Admission in New Jersey or Connecticut is a plus

• LL.M. in Taxation or substantial advanced tax planning experience is a plus

What We're Looking For

• Passion for sophisticated estate and tax planning

• Strong technical and analytical skills

• Exceptional client counseling abilities

• Collaborative leadership style

• Organized, proactive, and detail-oriented

• Interest in mentoring and contributing to the firm's growth

Compensation & Benefits

Expected salary range: $165,000–$250,000depending on experience and qualifications. Candidates with both a Tax LL.M. and meaningful practical estate and tax planning experience will be compensated at the higher end of the range, Performance-based bonuses available.



Benefits include 401(k) with employer match, health insurance, short- and long-term disability insurance, professional dues, CLEs, licensing and malpractice coverage, birthday holiday, one paid volunteer day each month, Summer Fridays, generous PTO and holidays, and a hybrid work schedule.

Company info

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