HYBRID Private Client Services Associate or Counsel Attorney

About the role

This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment.

Responsibilities

• Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration.
• Draft complex wills and trusts tailored to client needs.
• Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met.
• Prepare client presentations and conduct tax calculations and analyses.
• Collaborate with a team of attorneys and paralegals to deliver superior client service.

Requirements

• JD from a top-tier law school with a strong academic record.
• Pennsylvania Bar Admission or the ability to waive in.
• LL.M. and strong tax background required.
• 5+ years of substantive law firm experience in estate and tax planning for high-net-worth individuals.
• Demonstrated drafting and estate administration skills, including experience with complex wills and trusts.
• Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing.
• Detail-oriented with the ability to work independently and manage client contact.
• Supervisory skills to direct paralegals in a collaborative environment.

Qualifications

Qualified candidates must have a JD from a top-tier law school with a strong academic record, Pennsylvania Bar Admission or the ability to waive in, an LL.M. and strong tax background, 5+ years of substantive law firm experience in estate and tax planning for high-net-worth individuals, demonstrated drafting and estate administration skills, proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing, detail-oriented with the ability to work independently and manage client contact, and supervisory skills to direct paralegals in a collaborative environment.

Skills

Strong legal research and writing skills, excellent communication and interpersonal skills, attention to detail, ability to manage multiple tasks simultaneously, and proficiency in Microsoft Office.

Benefits

The firm offers a competitive compensation package, with an annual salary range of $285,000–$395,000, commensurate with experience and market factors. Additional benefits include discretionary bonuses, firm-sponsored incentive programs, and a comprehensive suite of employee benefits.

Pay

The firm offers an annual salary range of $285,000–$395,000, commensurate with experience and market factors.

Schedule

The firm offers a hybrid work schedule, providing flexibility while maintaining meaningful client interaction and in-office engagement.