Jobs · Finance · New York

Private Client (Trusts & Estates) Associate

BrainWorks · New York, NY · 2 mo ago
HybridFinance$310k–$420k/yrFull-time

Responsibilities

  • Advise high-net-worth individuals, families, and family entities on sophisticated estate, gift, generation-skipping transfer (GST), and income tax planning matters.
  • Draft estate planning documents, including prenuptial and postnuptial agreements.
  • Handle estate administration and tax controversy matters, including IRS examinations and appeals.
  • Conduct legal research and analysis to support complex client matters.
  • Collaborate closely with partners, colleagues, clients, and other advisors while delivering exceptional client service.

Qualifications

  • J.D. from an accredited law school.
  • Admission to the New York State Bar.
  • Experience advising high-net-worth clients on sophisticated estate planning and wealth transfer matters.
  • Estate administration and tax controversy experience is strongly preferred.

Pay

$310,000 – $420,000

Schedule

Flexible hybrid schedule (three days per week in the office)

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